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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
Eventide Balanced Fund
Price$13.77
Change+$0.45 (+3.38%)
VolumeN/A
Net Assets356.79M
CLBFX vs ETAMX Comparison Chart
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CLBFX vs. ETAMX commentary
Apr 11, 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 CLBFX is a Buy and ETAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 217B vs. ETAMX (357M). CLBFX pays higher dividends than ETAMX: CLBFX (2.14) vs ETAMX (1.73). CLBFX was incepted earlier than ETAMX: CLBFX (23 years) vs ETAMX (10 years). ETAMX (1.14) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETAMX (43.00). CLBFX has a lower initial minimum investment than ETAMX: CLBFX (250) vs ETAMX (1000). ETAMX annual gain was more profitable for investors over the last year : -1.88 vs. CLBFX (-3.46). ETAMX return over 5 years is better than : 34.67 vs. CLBFX (32.93).
| CLBFX | ETAMX | CLBFX / ETAMX | |
| Total Expense Ratio | 0.68 | 1.07 | 64% |
| Annual Report Gross Expense Ratio | 0.68 | 1.14 | 60% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -6.926 | -5.898 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 357M | 60,784% |
| Annual Yield % from dividends | 2.14 | 1.73 | 124% |
| Returns for 1 year | -3.46 | -1.88 | 184% |
| Returns for 3 years | 6.59 | 5.24 | 126% |
| Returns for 5 years | 32.93 | 34.67 | 95% |
| Returns for 10 years | 54.04 | N/A | - |
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