CLBFX
Price
$37.62
Change
+$0.14 (+0.37%)
Updated
Aug 28 closing price
Net Assets
255.46B
ETCMX
Price
$14.81
Change
-$0.00 (-0.00%)
Updated
Aug 28 closing price
Net Assets
387.23M
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CLBFX vs ETCMX

Header iconCLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMXBanner chart's image
American Funds American Balanced 529F
Price$37.62
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Eventide Balanced Fund
Price$14.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets387.23M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Aug 29, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. ETCMX (387M). 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 : 8.22 vs. ETCMX (4.77). CLBFX return over 5 years is better than : 40.33 vs. ETCMX (27.68).
CLBFXETCMXCLBFX / ETCMX
Total Expense Ratio0.671.8237%
Annual Report Gross Expense Ratio0.671.8935%
Fund Existence23 years10 years-
Gain YTD10.7305.782186%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets255B387M65,891%
Annual Yield % from dividends1.971.05187%
Returns for 1 year8.224.77172%
Returns for 3 years37.3121.95170%
Returns for 5 years40.3327.68146%
Returns for 10 years90.8673.31124%
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