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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Eventide Balanced Fund
Price$13.84
Change-$0.35 (-2.47%)
VolumeN/A
Net Assets383.37M
CLBFX vs ETCMX Comparison Chart
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CLBFX vs. ETCMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. ETCMX (383M). CLBFX pays higher dividends than ETCMX: CLBFX (2.14) vs ETCMX (0.98). CLBFX was incepted earlier than ETCMX: CLBFX (23 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (43.00). 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 : 4.51 vs. CLBFX (1.49). ETCMX (50.07) and CLBFX (49.30) have equivalent 5 years return.
| CLBFX | ETCMX | CLBFX / ETCMX | |
| Total Expense Ratio | 0.68 | 1.82 | 37% |
| Annual Report Gross Expense Ratio | 0.68 | 1.89 | 36% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -2.116 | 0.854 | -248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 383M | 61,358% |
| Annual Yield % from dividends | 2.14 | 0.98 | 219% |
| Returns for 1 year | 1.49 | 4.51 | 33% |
| Returns for 3 years | 10.84 | 8.87 | 122% |
| Returns for 5 years | 49.30 | 50.07 | 98% |
| Returns for 10 years | 62.85 | N/A | - |
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