CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
ETAMX
Price
$14.86
Change
+$0.05 (+0.34%)
Updated
Jul 25 closing price
Net Assets
389.06M
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CLBCX vs ETAMX

Header iconCLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMXBanner chart's image
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.86
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
CLBCX vs ETAMX Comparison Chart in %
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CLBCX vs. ETAMX commentary
Jul 27, 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 CLBCX is a Buy and ETAMX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. ETAMX (389M). ETAMX pays higher dividends than CLBCX: ETAMX (1.74) vs CLBCX (1.13). CLBCX was incepted earlier than ETAMX: CLBCX (23 years) vs ETAMX (10 years). CLBCX (1.35) is less costly to investors than ETAMX (1.14). CLBCX (44.00) and ETAMX (43.00) have comparable annual turnover. 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 : 9.42 vs. ETAMX (7.80). CLBCX (36.20) and ETAMX (35.74) have equivalent 5 years return.
CLBCXETAMXCLBCX / ETAMX
Total Expense Ratio1.351.07126%
Annual Report Gross Expense Ratio1.351.14118%
Fund Existence23 years10 years-
Gain YTD8.5365.500155%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B389M65,296%
Annual Yield % from dividends1.131.7465%
Returns for 1 year9.427.80121%
Returns for 3 years32.7324.60133%
Returns for 5 years36.2035.74101%
Returns for 10 years64.6980.3281%
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