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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$33.59
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
Eventide Balanced Fund
Price$13.86
Change+$0.15 (+1.09%)
VolumeN/A
Net Assets370.8M
CLBFX vs ETCMX Comparison Chart
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CLBFX vs. ETCMX commentary
Apr 25, 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: 227B vs. ETCMX (371M). CLBFX pays higher dividends than ETCMX: CLBFX (2.14) vs ETCMX (0.98). CLBFX was incepted earlier than ETCMX: CLBFX (23 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETCMX (43.00). CLBFX has a lower initial minimum investment than ETCMX: CLBFX (250) vs ETCMX (1000). ETCMX annual gain was more profitable for investors over the last year : 3.47 vs. CLBFX (1.79). CLBFX (35.44) and ETCMX (33.88) have equivalent 5 years return.
| CLBFX | ETCMX | CLBFX / ETCMX | |
| Total Expense Ratio | 0.68 | 1.82 | 37% |
| Annual Report Gross Expense Ratio | 0.68 | 1.89 | 36% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -3.758 | -2.913 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 371M | 61,186% |
| Annual Yield % from dividends | 2.14 | 0.98 | 219% |
| Returns for 1 year | 1.79 | 3.47 | 52% |
| Returns for 3 years | 13.72 | 8.53 | 161% |
| Returns for 5 years | 35.44 | 33.88 | 105% |
| Returns for 10 years | 57.89 | N/A | - |