Ad is loading...
CLBCX vs ETNMX
CLBCX vs ETNMX Comparison
Open Charts CLBCX vs ETNMX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Eventide Balanced Fund
Price$13.92
Change-$0.35 (-2.45%)
VolumeN/A
Net Assets383.37M
CLBCX vs ETNMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. ETNMX commentary
Apr 04, 2025
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 ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. ETNMX (383M). ETNMX pays higher dividends than CLBCX: ETNMX (1.78) vs CLBCX (1.22). CLBCX was incepted earlier than ETNMX: CLBCX (23 years) vs ETNMX (10 years). CLBCX (1.37) is less costly to investors than ETNMX (1.09). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ETNMX (43.00). CLBCX has a lower initial minimum investment than ETNMX: CLBCX (250) vs ETNMX (1000). ETNMX annual gain was more profitable for investors over the last year : 5.32 vs. CLBCX (0.61). ETNMX return over 5 years is better than : 56.31 vs. CLBCX (42.55).
| CLBCX | ETNMX | CLBCX / ETNMX | |
| Total Expense Ratio | 1.37 | 1.02 | 134% |
| Annual Report Gross Expense Ratio | 1.37 | 1.09 | 126% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -2.356 | 1.039 | -227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 383M | 61,358% |
| Annual Yield % from dividends | 1.22 | 1.78 | 69% |
| Returns for 1 year | 0.61 | 5.32 | 12% |
| Returns for 3 years | 7.83 | 11.49 | 68% |
| Returns for 5 years | 42.55 | 56.31 | 76% |
| Returns for 10 years | 48.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...