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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$36.01
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.53
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
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CLBFX vs ETCMX Comparison Chart
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CLBFX vs. ETCMX commentary
Sep 21, 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 ETCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. ETCMX (393M). CLBFX pays higher dividends than ETCMX: CLBFX (2.39) vs ETCMX (0.73). CLBFX was incepted earlier than ETCMX: CLBFX (22 years) vs ETCMX (9 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (48.00). CLBFX has a lower initial minimum investment than ETCMX: CLBFX (250) vs ETCMX (1000). CLBFX annual gain was more profitable for investors over the last year : 21.14 vs. ETCMX (18.04). CLBFX return over 5 years is better than : 41.35 vs. ETCMX (35.85).
| CLBFX | ETCMX | CLBFX / ETCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 12.864 | 11.101 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 393M | 60,051% |
| Annual Yield % from dividends | 2.39 | 0.73 | 329% |
| Returns for 1 year | 21.14 | 18.04 | 117% |
| Returns for 3 years | 14.36 | 2.78 | 516% |
| Returns for 5 years | 41.35 | 35.85 | 115% |
| Returns for 10 years | 66.68 | N/A | - |
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