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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Eventide Balanced Fund
Price$14.57
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets393.3M
CLBFX vs ETCMX Comparison Chart
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CLBFX vs. ETCMX commentary
Jan 19, 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 ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B 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 (10 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). ETCMX annual gain was more profitable for investors over the last year : 13.77 vs. CLBFX (12.43). CLBFX (32.62) and ETCMX (31.72) have equivalent 5 years return.
| CLBFX | ETCMX | CLBFX / ETCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 1.958 | 3.260 | 60% |
| 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 | 0.73 | 329% |
| Returns for 1 year | 12.43 | 13.77 | 90% |
| Returns for 3 years | 14.37 | 8.67 | 166% |
| Returns for 5 years | 32.62 | 31.72 | 103% |
| Returns for 10 years | 72.52 | N/A | - |