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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$35.77
Change-$0.02 (-0.06%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.44
Change+$0.04 (+0.28%)
VolumeN/A
CapitalizationN/A
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CLBFX vs ETAMX Comparison Chart
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CLBFX vs. ETAMX commentary
Nov 05, 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 CLBFX is a StrongBuy and ETAMX is a Sell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. ETAMX (389M). CLBFX pays higher dividends than ETAMX: CLBFX (2.39) vs ETAMX (1.36). CLBFX was incepted earlier than ETAMX: CLBFX (22 years) vs ETAMX (9 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). CLBFX annual gain was more profitable for investors over the last year : 23.76 vs. ETAMX (19.87). CLBFX (39.48) and ETAMX (39.04) 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 | 9 years | - |
| Gain YTD | 13.467 | 10.574 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 389M | 60,411% |
| Annual Yield % from dividends | 2.39 | 1.36 | 176% |
| Returns for 1 year | 23.76 | 19.87 | 120% |
| Returns for 3 years | 12.98 | 0.24 | 5,353% |
| Returns for 5 years | 39.48 | 39.04 | 101% |
| Returns for 10 years | 68.02 | N/A | - |