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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$36.94
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Eventide Balanced Fund
Price$14.63
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets385.97M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Aug 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. ETCMX (386M). CLBFX pays higher dividends than ETCMX: CLBFX (1.97) vs ETCMX (1.05). 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 : 10.98 vs. ETCMX (6.91). CLBFX return over 5 years is better than : 39.59 vs. ETCMX (26.54).
| 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 | 8.728 | 4.614 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 386M | 65,285% |
| Annual Yield % from dividends | 1.97 | 1.05 | 187% |
| Returns for 1 year | 10.98 | 6.91 | 159% |
| Returns for 3 years | 32.87 | 18.89 | 174% |
| Returns for 5 years | 39.59 | 26.54 | 149% |
| Returns for 10 years | 80.83 | 68.29 | 118% |
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