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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Eventide Balanced Fund
Price$14.33
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets379.17M
CLBFX vs ETCMX Comparison Chart
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CLBFX vs. ETCMX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. ETCMX (379M). CLBFX pays higher dividends than ETCMX: CLBFX (2.07) 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 : 7.27 vs. ETCMX (6.21). CLBFX return over 5 years is better than : 37.68 vs. ETCMX (29.68).
| 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 | 4.778 | 1.918 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 379M | 64,116% |
| Annual Yield % from dividends | 2.07 | 1.01 | 205% |
| Returns for 1 year | 7.27 | 6.21 | 117% |
| Returns for 3 years | 24.09 | 14.90 | 162% |
| Returns for 5 years | 37.68 | 29.68 | 127% |
| Returns for 10 years | 75.37 | N/A | - |
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