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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.77
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets387.43M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. ETAMX (387M). CLBFX pays higher dividends than ETAMX: CLBFX (1.97) vs ETAMX (1.78). 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). CLBFX annual gain was more profitable for investors over the last year : 8.11 vs. ETAMX (5.39). CLBFX return over 5 years is better than : 40.98 vs. ETAMX (32.03).
| 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 | 9.847 | 5.028 | 196% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 387M | 66,150% |
| Annual Yield % from dividends | 1.97 | 1.78 | 111% |
| Returns for 1 year | 8.11 | 5.39 | 150% |
| Returns for 3 years | 31.15 | 19.14 | 163% |
| Returns for 5 years | 40.98 | 32.03 | 128% |
| Returns for 10 years | 82.32 | 80.60 | 102% |
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