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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Eventide Balanced Fund
Price$14.51
Change-$0.16 (-1.09%)
VolumeN/A
Net Assets391.07M
CLBFX vs ETAMX Comparison Chart
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CLBFX vs. ETAMX commentary
Feb 23, 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 CLBFX is a Hold and ETAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. ETAMX (391M). CLBFX pays higher dividends than ETAMX: CLBFX (2.39) vs ETAMX (1.36). CLBFX was incepted earlier than ETAMX: CLBFX (22 years) vs ETAMX (10 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (48.00). CLBFX has a lower initial minimum investment than ETAMX: CLBFX (250) vs ETAMX (1000). ETAMX (9.53) and CLBFX (9.36) have marching annual gain over last year. CLBFX (32.87) and ETAMX (31.81) have equivalent 5 years return.
| CLBFX | ETAMX | CLBFX / ETAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 2.894 | 2.182 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 391M | 61,893% |
| Annual Yield % from dividends | 2.39 | 1.36 | 176% |
| Returns for 1 year | 9.36 | 9.53 | 98% |
| Returns for 3 years | 19.64 | 14.85 | 132% |
| Returns for 5 years | 32.87 | 31.81 | 103% |
| Returns for 10 years | 68.67 | N/A | - |
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