Ad is loading...
CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Eventide Balanced Fund
Price$14.39
Change-$0.16 (-1.10%)
VolumeN/A
Net Assets391.07M
CLBFX vs ETCMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. ETCMX commentary
Feb 23, 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 Hold and ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. ETCMX (391M). 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). CLBFX annual gain was more profitable for investors over the last year : 9.36 vs. ETCMX (8.70). CLBFX return over 5 years is better than : 32.87 vs. ETCMX (26.55).
| 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 | 2.894 | 2.065 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 391M | 61,893% |
| Annual Yield % from dividends | 2.39 | 0.73 | 329% |
| Returns for 1 year | 9.36 | 8.70 | 107% |
| Returns for 3 years | 19.64 | 12.27 | 160% |
| Returns for 5 years | 32.87 | 26.55 | 124% |
| Returns for 10 years | 68.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers