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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.71
Change-$0.04 (-0.27%)
VolumeN/A
CapitalizationN/A
CLBFX vs ETIMX Comparison Chart
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CLBFX vs. ETIMX commentary
Nov 18, 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 ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. ETIMX (397M). CLBFX pays higher dividends than ETIMX: CLBFX (2.39) vs ETIMX (1.59). CLBFX was incepted earlier than ETIMX: CLBFX (22 years) vs ETIMX (9 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (48.00). CLBFX has a lower initial minimum investment than ETIMX: CLBFX (250) vs ETIMX (100000). CLBFX (21.04) and ETIMX (20.20) have marching annual gain over last year. ETIMX return over 5 years is better than : 43.52 vs. CLBFX (38.61).
| CLBFX | ETIMX | CLBFX / ETIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 14.196 | 13.449 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 397M | 59,446% |
| Annual Yield % from dividends | 2.39 | 1.59 | 151% |
| Returns for 1 year | 21.04 | 20.20 | 104% |
| Returns for 3 years | 12.47 | 2.03 | 615% |
| Returns for 5 years | 38.61 | 43.52 | 89% |
| Returns for 10 years | 66.57 | N/A | - |
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