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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.21
Change-$0.29 (-2.00%)
VolumeN/A
CapitalizationN/A
CLBCX vs ETIMX Comparison Chart
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CLBCX vs. ETIMX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBCX is a Hold and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. ETIMX (389M). ETIMX (1.59) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than ETIMX: CLBCX (23 years) vs ETIMX (9 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (48.00). CLBCX has a lower initial minimum investment than ETIMX: CLBCX (250) vs ETIMX (100000). ETIMX annual gain was more profitable for investors over the last year : 13.00 vs. CLBCX (11.92). ETIMX return over 5 years is better than : 39.59 vs. CLBCX (29.69).
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 10.944 | 12.003 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 389M | 61,954% |
| Annual Yield % from dividends | 1.52 | 1.59 | 96% |
| Returns for 1 year | 11.92 | 13.00 | 92% |
| Returns for 3 years | 10.88 | 7.61 | 143% |
| Returns for 5 years | 29.69 | 39.59 | 75% |
| Returns for 10 years | 47.43 | N/A | - |
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