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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Eventide Balanced Fund
Price$14.70
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets381.11M
CLBCX vs ETAMX Comparison Chart in %
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CLBCX vs. ETAMX commentary
Nov 20, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. ETAMX (381M). ETAMX pays higher dividends than CLBCX: ETAMX (1.83) vs CLBCX (1.04). 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 : 7.99 vs. ETAMX (1.33). CLBCX return over 5 years is better than : 34.64 vs. ETAMX (24.69).
| 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 | 12.947 | 5.103 | 254% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 381M | 69,291% |
| Annual Yield % from dividends | 1.04 | 1.83 | 57% |
| Returns for 1 year | 7.99 | 1.33 | 599% |
| Returns for 3 years | 38.12 | 26.24 | 145% |
| Returns for 5 years | 34.64 | 24.69 | 140% |
| Returns for 10 years | 69.55 | 83.82 | 83% |