CLBFX
Price
$38.83
Change
-$0.07 (-0.18%)
Updated
Oct 16 closing price
Net Assets
265.37B
ETAMX
Price
$15.00
Change
-$0.08 (-0.53%)
Updated
Oct 16 closing price
Net Assets
389.68M
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CLBFX vs ETAMX

Header iconCLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMXBanner chart's image
American Funds American Balanced 529F
Price$38.83
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.37B
Eventide Balanced Fund
Price$15.00
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets389.68M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Oct 18, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. ETAMX (390M). CLBFX pays higher dividends than ETAMX: CLBFX (1.89) 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). 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 : 8.87 vs. ETAMX (3.78). CLBFX return over 5 years is better than : 44.96 vs. ETAMX (29.96).
CLBFXETAMXCLBFX / ETAMX
Total Expense Ratio0.671.0763%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence23 years10 years-
Gain YTD14.6497.571193%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets265B390M67,949%
Annual Yield % from dividends1.891.78106%
Returns for 1 year8.873.78235%
Returns for 3 years52.9336.51145%
Returns for 5 years44.9629.96150%
Returns for 10 years91.3687.58104%
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