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CLBCX vs ETNMX
CLBCX vs ETNMX Comparison
Open Charts CLBCX vs ETNMX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Eventide Balanced Fund
Price$14.38
Change-$0.12 (-0.83%)
VolumeN/A
Net Assets378.9M
CLBCX vs ETNMX Comparison Chart
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CLBCX vs. ETNMX commentary
Jun 15, 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 Buy and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. ETNMX (379M). ETNMX pays higher dividends than CLBCX: ETNMX (1.80) vs CLBCX (1.18). CLBCX was incepted earlier than ETNMX: CLBCX (23 years) vs ETNMX (10 years). CLBCX (1.35) is less costly to investors than ETNMX (1.09). CLBCX (44.00) and ETNMX (43.00) have comparable annual turnover. 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 : 5.79 vs. CLBCX (4.49). ETNMX return over 5 years is better than : 38.77 vs. CLBCX (34.93).
| CLBCX | ETNMX | CLBCX / ETNMX | |
| Total Expense Ratio | 1.35 | 1.02 | 132% |
| Annual Report Gross Expense Ratio | 1.35 | 1.09 | 124% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.067 | 2.165 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 379M | 64,380% |
| Annual Yield % from dividends | 1.18 | 1.80 | 66% |
| Returns for 1 year | 4.49 | 5.79 | 78% |
| Returns for 3 years | 30.63 | 26.30 | 116% |
| Returns for 5 years | 34.93 | 38.77 | 90% |
| Returns for 10 years | 57.89 | N/A | - |
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