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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Eventide Balanced Fund
Price$14.91
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets388.49M
CLBCX vs ETAMX Comparison Chart in %
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CLBCX vs. ETAMX commentary
Sep 08, 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: 259B vs. ETAMX (388M). ETAMX pays higher dividends than CLBCX: ETAMX (1.78) vs CLBCX (1.11). 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). 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). CLBCX annual gain was more profitable for investors over the last year : 9.15 vs. ETAMX (6.54). CLBCX (36.30) and ETAMX (35.60) have equivalent 5 years return.
| CLBCX | ETAMX | CLBCX / ETAMX | |
| Total Expense Ratio | 1.35 | 1.07 | 126% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 10.785 | 6.468 | 167% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 388M | 66,753% |
| Annual Yield % from dividends | 1.11 | 1.78 | 62% |
| Returns for 1 year | 9.15 | 6.54 | 140% |
| Returns for 3 years | 37.75 | 27.17 | 139% |
| Returns for 5 years | 36.30 | 35.60 | 102% |
| Returns for 10 years | 74.80 | 87.99 | 85% |
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