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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.38
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets380.56M
CLBCX vs ETAMX Comparison Chart in %
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CLBCX vs. ETAMX commentary
Dec 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 StrongBuy and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. ETAMX (381M). ETAMX pays higher dividends than CLBCX: ETAMX (1.83) vs CLBCX (1.02). CLBCX was incepted earlier than ETAMX: CLBCX (24 years) vs ETAMX (10 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 : 8.57 vs. ETAMX (1.89). CLBCX return over 5 years is better than : 31.60 vs. ETAMX (17.41).
| 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 | 10 years | - |
| Gain YTD | 10.024 | 2.746 | 365% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 381M | 70,604% |
| Annual Yield % from dividends | 1.02 | 1.83 | 56% |
| Returns for 1 year | 8.57 | 1.89 | 454% |
| Returns for 3 years | 34.81 | 25.51 | 136% |
| Returns for 5 years | 31.60 | 17.41 | 181% |
| Returns for 10 years | 72.29 | 77.94 | 93% |
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