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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$39.08
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Eventide Balanced Fund
Price$15.00
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets392.01M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. ETCMX (392M). ETCMX (1.06) and CLBCX (1.06) have matching dividends . CLBCX was incepted earlier than ETCMX: CLBCX (24 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 : 9.10 vs. ETCMX (4.03). CLBCX return over 5 years is better than : 39.00 vs. ETCMX (24.70).
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | 1.35 | 1.82 | 74% |
| Annual Report Gross Expense Ratio | 1.35 | 1.89 | 71% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.233 | 6.893 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 392M | 67,857% |
| Annual Yield % from dividends | 1.06 | 1.06 | 99% |
| Returns for 1 year | 9.10 | 4.03 | 226% |
| Returns for 3 years | 49.10 | 32.30 | 152% |
| Returns for 5 years | 39.00 | 24.70 | 158% |
| Returns for 10 years | 76.20 | 73.69 | 103% |
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