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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$34.85
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Eventide Balanced Fund
Price$14.28
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets378.77M
CLBCX vs ETAMX Comparison Chart
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CLBCX vs. ETAMX commentary
May 23, 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 ETAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. ETAMX (379M). ETAMX pays higher dividends than CLBCX: ETAMX (1.76) vs CLBCX (1.23). CLBCX was incepted earlier than ETAMX: CLBCX (23 years) vs ETAMX (10 years). CLBCX (1.35) is less costly to investors than ETAMX (1.14). CLBCX (44.00) and ETAMX (43.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than ETAMX: CLBCX (250) vs ETAMX (1000). ETAMX annual gain was more profitable for investors over the last year : 5.05 vs. CLBCX (3.96). ETAMX return over 5 years is better than : 40.33 vs. CLBCX (34.64).
| CLBCX | ETAMX | CLBCX / ETAMX | |
| Total Expense Ratio | 1.35 | 1.07 | 126% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 1.669 | 1.121 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 379M | 62,797% |
| Annual Yield % from dividends | 1.23 | 1.76 | 70% |
| Returns for 1 year | 3.96 | 5.05 | 78% |
| Returns for 3 years | 21.07 | 19.47 | 108% |
| Returns for 5 years | 34.64 | 40.33 | 86% |
| Returns for 10 years | 52.53 | N/A | - |
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