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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Eventide Balanced Fund
Price$14.33
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets379.17M
CLBCX vs ETCMX Comparison Chart
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CLBCX vs. ETCMX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. ETCMX (379M). CLBCX pays higher dividends than ETCMX: CLBCX (1.18) vs ETCMX (1.01). 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 (6.33) and ETCMX (6.21) have marching annual gain over last year. CLBCX return over 5 years is better than : 31.46 vs. ETCMX (29.68).
| 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 | 4.353 | 1.918 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 379M | 64,116% |
| Annual Yield % from dividends | 1.18 | 1.01 | 117% |
| Returns for 1 year | 6.33 | 6.21 | 102% |
| Returns for 3 years | 20.71 | 14.90 | 139% |
| Returns for 5 years | 31.46 | 29.68 | 106% |
| Returns for 10 years | 59.47 | N/A | - |
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