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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.73
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
CLBCX vs ETAMX Comparison Chart in %
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CLBCX vs. ETAMX commentary
Jul 05, 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: 252B vs. ETAMX (388M). ETAMX pays higher dividends than CLBCX: ETAMX (1.74) vs CLBCX (1.13). 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 : 8.33 vs. CLBCX (7.04). ETAMX (39.26) and CLBCX (37.95) 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 | 23 years | 10 years | - |
| Gain YTD | 7.660 | 4.577 | 167% |
| Front Load | N/A | 6% | - |
| 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 | 1.74 | 65% |
| Returns for 1 year | 7.04 | 8.33 | 85% |
| Returns for 3 years | 33.08 | 26.54 | 125% |
| Returns for 5 years | 37.95 | 39.26 | 97% |
| Returns for 10 years | 64.69 | N/A | - |
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