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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$35.54
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.69B
Eventide Balanced Fund
Price$14.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets379.01M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Jun 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 245B vs. ETAMX (379M). CLBFX pays higher dividends than ETAMX: CLBFX (2.07) vs ETAMX (1.75). CLBFX was incepted earlier than ETAMX: CLBFX (23 years) vs ETAMX (10 years). ETAMX (1.14) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETAMX (43.00) have comparable annual turnover. 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 : 5.27 vs. CLBFX (4.59). CLBFX return over 5 years is better than : 40.59 vs. ETAMX (36.41).
| CLBFX | ETAMX | CLBFX / ETAMX | |
| Total Expense Ratio | 0.67 | 1.07 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.14 | 59% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.608 | 2.140 | 215% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 379M | 64,644% |
| Annual Yield % from dividends | 2.07 | 1.75 | 118% |
| Returns for 1 year | 4.59 | 5.27 | 87% |
| Returns for 3 years | 35.95 | 27.44 | 131% |
| Returns for 5 years | 40.59 | 36.41 | 111% |
| Returns for 10 years | 72.86 | N/A | - |
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