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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
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.
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.
| 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 | 8.536 | 5.500 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 389M | 65,296% |
| Annual Yield % from dividends | 1.13 | 1.74 | 65% |
| Returns for 1 year | 9.42 | 7.80 | 121% |
| Returns for 3 years | 32.73 | 24.60 | 133% |
| Returns for 5 years | 36.20 | 35.74 | 101% |
| Returns for 10 years | 64.69 | 80.32 | 81% |
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