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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Eventide Balanced Fund
Price$14.21
Change-$0.29 (-2.00%)
VolumeN/A
CapitalizationN/A
CLBFX vs ETIMX Comparison Chart
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CLBFX vs. ETIMX commentary
Dec 19, 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 Hold and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. ETIMX (389M). 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). ETIMX (13.00) and CLBFX (12.67) have marching annual gain over last year. ETIMX return over 5 years is better than : 39.59 vs. CLBFX (35.48).
| 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 | 11.647 | 12.003 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 389M | 61,954% |
| Annual Yield % from dividends | 2.39 | 1.59 | 151% |
| Returns for 1 year | 12.67 | 13.00 | 97% |
| Returns for 3 years | 13.69 | 7.61 | 180% |
| Returns for 5 years | 35.48 | 39.59 | 90% |
| Returns for 10 years | 61.86 | N/A | - |
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