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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Eventide Balanced Fund
Price$14.40
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets378.9M
CLBCX vs ETAMX Comparison Chart
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CLBCX vs. ETAMX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. ETAMX (379M). ETAMX pays higher dividends than CLBCX: ETAMX (1.75) vs CLBCX (1.18). 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). ETAMX annual gain was more profitable for investors over the last year : 5.65 vs. CLBCX (4.49). ETAMX return over 5 years is better than : 38.62 vs. CLBCX (34.93).
| CLBCX | ETAMX | CLBCX / ETAMX | |
| Total Expense Ratio | 1.35 | 1.07 | 126% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.067 | 2.070 | 197% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 379M | 64,380% |
| Annual Yield % from dividends | 1.18 | 1.75 | 68% |
| Returns for 1 year | 4.49 | 5.65 | 79% |
| Returns for 3 years | 30.63 | 25.97 | 118% |
| Returns for 5 years | 34.93 | 38.62 | 90% |
| Returns for 10 years | 57.89 | N/A | - |
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