CLBCX
Price
$38.94
Change
-$0.06 (-0.15%)
Updated
Oct 16 closing price
Net Assets
265.37B
ETAMX
Price
$15.00
Change
-$0.08 (-0.53%)
Updated
Oct 16 closing price
Net Assets
389.68M
Interact to see
Advertisement

CLBCX vs ETAMX

Header iconCLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMXBanner chart's image
American Funds American Balanced 529C
Price$38.94
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets265.37B
Eventide Balanced Fund
Price$15.00
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets389.68M
CLBCX vs ETAMX Comparison Chart in %
View a ticker or compare two or three
VS
CLBCX vs. ETAMX commentary
Oct 18, 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 Hold and ETAMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. ETAMX (390M). ETAMX pays higher dividends than CLBCX: ETAMX (1.78) vs CLBCX (1.06). CLBCX was incepted earlier than ETAMX: CLBCX (24 years) vs ETAMX (10 years). CLBCX (1.35) is less costly to investors than ETAMX (1.14). ETAMX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than ETAMX: CLBCX (250) vs ETAMX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.94 vs. ETAMX (3.78). CLBCX return over 5 years is better than : 38.45 vs. ETAMX (29.96).
CLBCXETAMXCLBCX / ETAMX
Total Expense Ratio1.351.07126%
Annual Report Gross Expense Ratio1.351.14118%
Fund Existence24 years10 years-
Gain YTD13.8247.571183%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets265B390M67,949%
Annual Yield % from dividends1.061.7859%
Returns for 1 year7.943.78210%
Returns for 3 years48.8336.51134%
Returns for 5 years38.4529.96128%
Returns for 10 years74.0687.5885%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PRIAX34.70N/A
N/A
Principal Glb Emerging Markets A
CCERX29.97N/A
N/A
Columbia Large Cap Enhanced Core R
CVMIX22.59N/A
N/A
Calvert Emerging Markets Equity I
GMCUX16.95N/A
N/A
Goldman Sachs Small/Mid Cap Equity R6
CLBAX38.88-0.07
-0.18%
American Funds American Balanced 529A