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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.81
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
CLBCX vs ETAMX Comparison Chart in %
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CLBCX vs. ETAMX commentary
Nov 14, 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: 269B vs. ETAMX (388M). ETAMX pays higher dividends than CLBCX: ETAMX (1.83) vs CLBCX (1.04). CLBCX was incepted earlier than ETAMX: CLBCX (24 years) vs ETAMX (10 years). CLBCX (1.35) is less costly to investors than ETAMX (1.14). 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 : 7.92 vs. ETAMX (1.54). CLBCX return over 5 years is better than : 36.11 vs. ETAMX (25.73).
| CLBCX | ETAMX | CLBCX / ETAMX | |
| Total Expense Ratio | 1.35 | 1.07 | 126% |
| Annual Report Gross Expense Ratio | 1.35 | 1.14 | 118% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 14.029 | 5.818 | 241% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.04 | 1.83 | 57% |
| Returns for 1 year | 7.92 | 1.54 | 514% |
| Returns for 3 years | 40.07 | 27.31 | 147% |
| Returns for 5 years | 36.11 | 25.73 | 140% |
| Returns for 10 years | 73.04 | 85.46 | 85% |
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