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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$35.21
Change+$0.33 (+0.95%)
VolumeN/A
Net Assets240.18B
Eventide Balanced Fund
Price$14.84
Change+$0.15 (+1.02%)
VolumeN/A
Net Assets393.3M
CLBFX vs ETAMX Comparison Chart
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CLBFX vs. ETAMX commentary
Jan 22, 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 Buy and ETAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. ETAMX (393M). 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 annual gain was more profitable for investors over the last year : 14.36 vs. CLBFX (12.50). ETAMX return over 5 years is better than : 37.98 vs. CLBFX (33.92).
| 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 | 2.923 | 4.360 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 393M | 61,069% |
| Annual Yield % from dividends | 2.39 | 1.36 | 176% |
| Returns for 1 year | 12.50 | 14.36 | 87% |
| Returns for 3 years | 17.80 | 14.48 | 123% |
| Returns for 5 years | 33.92 | 37.98 | 89% |
| Returns for 10 years | 72.46 | N/A | - |