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CLBCX vs ETNMX
CLBCX vs ETNMX Comparison
Open Charts CLBCX vs ETNMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.70
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
CLBCX vs ETNMX Comparison Chart in %
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CLBCX vs. ETNMX commentary
Jul 06, 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 CLBCX is a Buy and ETNMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. ETNMX (388M). ETNMX pays higher dividends than CLBCX: ETNMX (1.79) vs CLBCX (1.13). CLBCX was incepted earlier than ETNMX: CLBCX (23 years) vs ETNMX (10 years). CLBCX (1.35) is less costly to investors than ETNMX (1.09). CLBCX (44.00) and ETNMX (43.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than ETNMX: CLBCX (250) vs ETNMX (1000). ETNMX annual gain was more profitable for investors over the last year : 8.40 vs. CLBCX (7.04). ETNMX (39.19) and CLBCX (37.95) have equivalent 5 years return.
| CLBCX | ETNMX | CLBCX / ETNMX | |
| Total Expense Ratio | 1.35 | 1.02 | 132% |
| Annual Report Gross Expense Ratio | 1.35 | 1.09 | 124% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 7.660 | 4.611 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 388M | 64,948% |
| Annual Yield % from dividends | 1.13 | 1.79 | 63% |
| Returns for 1 year | 7.04 | 8.40 | 84% |
| Returns for 3 years | 33.08 | 26.68 | 124% |
| Returns for 5 years | 37.95 | 39.19 | 97% |
| Returns for 10 years | 64.69 | N/A | - |
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