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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
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CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Jul 09, 2026
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: 288B vs. ETAMX (389M). CLBFX pays higher dividends than ETAMX: CLBFX (1.92) vs ETAMX (1.72). CLBFX was incepted earlier than ETAMX: CLBFX (24 years) vs ETAMX (11 years). ETAMX (1.07) is less costly to investors than CLBFX (0.66). ETAMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (50.00). 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 : 13.12 vs. ETAMX (7.68). CLBFX return over 5 years is better than : 36.21 vs. ETAMX (17.33).
| CLBFX | ETAMX | CLBFX / ETAMX | |
| Total Expense Ratio | 0.66 | 1.07 | 62% |
| Annual Report Gross Expense Ratio | 0.66 | 1.07 | 62% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 8.964 | 9.290 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 389M | 74,036% |
| Annual Yield % from dividends | 1.92 | 1.72 | 112% |
| Returns for 1 year | 13.12 | 7.68 | 171% |
| Returns for 3 years | 44.11 | 32.13 | 137% |
| Returns for 5 years | 36.21 | 17.33 | 209% |
| Returns for 10 years | 97.87 | 81.42 | 120% |
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