Interact to see
Advertisement
Advertisement
CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$36.77
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Eventide Balanced Fund
Price$14.56
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets384.03M
CLBFX vs ETCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. ETCMX commentary
Jul 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 Buy and ETCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. ETCMX (384M). CLBFX pays higher dividends than ETCMX: CLBFX (1.99) vs ETCMX (1.01). CLBFX was incepted earlier than ETCMX: CLBFX (23 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETCMX (43.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than ETCMX: CLBFX (250) vs ETCMX (1000). CLBFX annual gain was more profitable for investors over the last year : 7.19 vs. ETCMX (4.49). CLBFX return over 5 years is better than : 41.93 vs. ETCMX (28.75).
| CLBFX | ETCMX | CLBFX / ETCMX | |
| Total Expense Ratio | 0.67 | 1.82 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.89 | 35% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 8.228 | 3.448 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 384M | 65,625% |
| Annual Yield % from dividends | 1.99 | 1.01 | 197% |
| Returns for 1 year | 7.19 | 4.49 | 160% |
| Returns for 3 years | 37.79 | 23.06 | 164% |
| Returns for 5 years | 41.93 | 28.75 | 146% |
| Returns for 10 years | 78.05 | 64.41 | 121% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers