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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Eventide Balanced Fund
Price$14.72
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets380.79M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Nov 20, 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 Hold and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. ETAMX (381M). CLBFX (1.86) and ETAMX (1.83) have matching dividends . 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). ETAMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ETAMX: CLBFX (250) vs ETAMX (1000). CLBFX annual gain was more profitable for investors over the last year : 9.14 vs. ETAMX (0.99). CLBFX return over 5 years is better than : 41.70 vs. ETAMX (24.60).
| 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 | 14.206 | 5.032 | 282% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 381M | 69,029% |
| Annual Yield % from dividends | 1.86 | 1.83 | 102% |
| Returns for 1 year | 9.14 | 0.99 | 922% |
| Returns for 3 years | 42.41 | 26.16 | 162% |
| Returns for 5 years | 41.70 | 24.60 | 170% |
| Returns for 10 years | 86.89 | 83.70 | 104% |
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