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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$34.79
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Eventide Balanced Fund
Price$14.28
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets378.77M
CLBFX vs ETAMX Comparison Chart
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CLBFX vs. ETAMX commentary
May 23, 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: 238B vs. ETAMX (379M). CLBFX pays higher dividends than ETAMX: CLBFX (2.15) vs ETAMX (1.76). 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 (5.05) and CLBFX (4.91) have marching annual gain over last year. CLBFX (41.02) and ETAMX (40.33) have equivalent 5 years return.
| 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 | 2.050 | 1.121 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 379M | 62,797% |
| Annual Yield % from dividends | 2.15 | 1.76 | 122% |
| Returns for 1 year | 4.91 | 5.05 | 97% |
| Returns for 3 years | 24.46 | 19.47 | 126% |
| Returns for 5 years | 41.02 | 40.33 | 102% |
| Returns for 10 years | 67.75 | N/A | - |
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