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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$37.01
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
Eventide Balanced Fund
Price$14.63
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets385.97M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Aug 07, 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 ETCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. ETCMX (386M). CLBCX pays higher dividends than ETCMX: CLBCX (1.12) vs ETCMX (1.05). CLBCX was incepted earlier than ETCMX: CLBCX (23 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than CLBCX (1.35). CLBCX (44.00) and ETCMX (43.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than ETCMX: CLBCX (250) vs ETCMX (1000). CLBCX annual gain was more profitable for investors over the last year : 9.97 vs. ETCMX (6.91). CLBCX return over 5 years is better than : 33.32 vs. ETCMX (26.54).
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | 1.35 | 1.82 | 74% |
| Annual Report Gross Expense Ratio | 1.35 | 1.89 | 71% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 8.098 | 4.614 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 386M | 65,285% |
| Annual Yield % from dividends | 1.12 | 1.05 | 107% |
| Returns for 1 year | 9.97 | 6.91 | 144% |
| Returns for 3 years | 29.25 | 18.89 | 155% |
| Returns for 5 years | 33.32 | 26.54 | 126% |
| Returns for 10 years | 64.42 | 68.29 | 94% |
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