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CLBCX vs ETNMX
CLBCX vs ETNMX Comparison
Open Charts CLBCX vs ETNMX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Eventide Balanced Fund
Price$13.95
Change+$0.15 (+1.09%)
VolumeN/A
Net Assets370.8M
CLBCX vs ETNMX Comparison Chart
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CLBCX vs. ETNMX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 227B vs. ETNMX (371M). 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 : 5.05 vs. CLBCX (3.40). ETNMX return over 5 years is better than : 39.99 vs. CLBCX (32.42).
| 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 | -1.773 | -2.289 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 371M | 61,186% |
| Annual Yield % from dividends | 1.22 | 1.78 | 69% |
| Returns for 1 year | 3.40 | 5.05 | 67% |
| Returns for 3 years | 13.04 | 11.38 | 115% |
| Returns for 5 years | 32.42 | 39.99 | 81% |
| Returns for 10 years | 47.25 | N/A | - |
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