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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.77
Change-$0.09 (-0.61%)
VolumeN/A
Net Assets387.43M
CLBCX vs ETAMX Comparison Chart in %
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CLBCX vs. ETAMX commentary
Aug 18, 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: 256B vs. ETAMX (387M). ETAMX pays higher dividends than CLBCX: ETAMX (1.78) vs CLBCX (1.12). 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). 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 : 7.14 vs. ETAMX (5.39). CLBCX return over 5 years is better than : 34.64 vs. ETAMX (32.03).
| 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 | 9.208 | 5.028 | 183% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 387M | 66,150% |
| Annual Yield % from dividends | 1.12 | 1.78 | 63% |
| Returns for 1 year | 7.14 | 5.39 | 132% |
| Returns for 3 years | 27.58 | 19.14 | 144% |
| Returns for 5 years | 34.64 | 32.03 | 108% |
| Returns for 10 years | 65.77 | 80.60 | 82% |
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