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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Eventide Balanced Fund
Price$14.58
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets381.11M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Nov 20, 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 Hold and ETCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. ETCMX (381M). CLBFX pays higher dividends than ETCMX: CLBFX (1.86) vs ETCMX (1.10). 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). ETCMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). 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 : 8.95 vs. ETCMX (0.58). CLBFX return over 5 years is better than : 40.97 vs. ETCMX (19.78).
| 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 | 13.881 | 4.421 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 381M | 69,291% |
| Annual Yield % from dividends | 1.86 | 1.10 | 169% |
| Returns for 1 year | 8.95 | 0.58 | 1,540% |
| Returns for 3 years | 42.00 | 23.41 | 179% |
| Returns for 5 years | 40.97 | 19.78 | 207% |
| Returns for 10 years | 86.36 | 70.72 | 122% |
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