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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$34.23
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.30
Change+$0.11 (+0.78%)
VolumeN/A
CapitalizationN/A
CLBFX vs ETAMX Comparison Chart
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CLBFX vs. ETAMX commentary
Dec 23, 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 Buy and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. ETAMX (383M). 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). ETAMX (10.41) and CLBFX (10.33) have marching annual gain over last year. ETAMX return over 5 years is better than : 35.51 vs. CLBFX (32.81).
| 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 | 9.712 | 9.957 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 383M | 61,619% |
| Annual Yield % from dividends | 2.39 | 1.36 | 176% |
| Returns for 1 year | 10.33 | 10.41 | 99% |
| Returns for 3 years | 11.38 | 5.02 | 227% |
| Returns for 5 years | 32.81 | 35.51 | 92% |
| Returns for 10 years | 67.19 | N/A | - |
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