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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$38.97
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Eventide Balanced Fund
Price$15.00
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets392.01M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Oct 09, 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: 266B vs. ETCMX (392M). CLBFX pays higher dividends than ETCMX: CLBFX (1.89) vs ETCMX (1.06). 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 : 10.08 vs. ETCMX (4.03). CLBFX return over 5 years is better than : 45.54 vs. ETCMX (24.70).
| 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 | 15.062 | 6.893 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 392M | 67,857% |
| Annual Yield % from dividends | 1.89 | 1.06 | 178% |
| Returns for 1 year | 10.08 | 4.03 | 250% |
| Returns for 3 years | 53.26 | 32.30 | 165% |
| Returns for 5 years | 45.54 | 24.70 | 184% |
| Returns for 10 years | 93.79 | 73.69 | 127% |
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