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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Eventide Balanced Fund
Price$14.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets387.23M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 255B vs. ETCMX (387M). CLBCX pays higher dividends than ETCMX: CLBCX (1.12) vs ETCMX (1.05). 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 : 7.27 vs. ETCMX (4.77). CLBCX return over 5 years is better than : 34.02 vs. ETCMX (27.68).
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | 1.35 | 1.82 | 74% |
| Annual Report Gross Expense Ratio | 1.35 | 1.89 | 71% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 10.055 | 5.782 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 387M | 65,891% |
| Annual Yield % from dividends | 1.12 | 1.05 | 107% |
| Returns for 1 year | 7.27 | 4.77 | 152% |
| Returns for 3 years | 33.57 | 21.95 | 153% |
| Returns for 5 years | 34.02 | 27.68 | 123% |
| Returns for 10 years | 73.57 | 73.31 | 100% |