Interact to see
Advertisement
Advertisement
CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.70
Change-$0.33 (-2.20%)
VolumeN/A
Net Assets386.3M
CLBCX vs ETAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. ETAMX commentary
Feb 04, 2026
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 CLBCX is a Hold and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. ETAMX (386M). ETAMX pays higher dividends than CLBCX: ETAMX (1.82) vs CLBCX (1.19). CLBCX was incepted earlier than ETAMX: CLBCX (24 years) vs ETAMX (11 years). CLBCX (1.35) is less costly to investors than ETAMX (1.07). ETAMX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than ETAMX: CLBCX (250) vs ETAMX (1000). CLBCX annual gain was more profitable for investors over the last year : 10.51 vs. ETAMX (2.81). CLBCX return over 5 years is better than : 32.27 vs. ETAMX (15.88).
| CLBCX | ETAMX | CLBCX / ETAMX | |
| Total Expense Ratio | 1.35 | 1.07 | 126% |
| Annual Report Gross Expense Ratio | 1.35 | 1.07 | 126% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.375 | 3.029 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 386M | 69,948% |
| Annual Yield % from dividends | 1.19 | 1.82 | 65% |
| Returns for 1 year | 10.51 | 2.81 | 374% |
| Returns for 3 years | 33.67 | 22.75 | 148% |
| Returns for 5 years | 32.27 | 15.88 | 203% |
| Returns for 10 years | 86.26 | 88.33 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| REMSX | 23.01 | 0.30 | +1.32% |
| Russell Inv Emerging Markets S | |||
| AASSX | 23.39 | 0.17 | +0.73% |
| American Beacon Small Cp Val Adv | |||
| CSPEX | 71.74 | 0.40 | +0.56% |
| American Funds SMALLCAP World 529E | |||
| GRGTX | 48.71 | 0.21 | +0.43% |
| Goldman Sachs Equity Income Inv | |||
| AMAJX | 10.81 | 0.02 | +0.19% |
| American Century Small Cap Dividend R | |||