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CLBCX vs ETAMX
CLBCX vs ETAMX Comparison
Open Charts CLBCX vs ETAMX
American Funds American Balanced 529C
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Eventide Balanced Fund
Price$15.08
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets390.39M
CLBCX vs ETAMX Comparison Chart in %
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CLBCX vs. ETAMX commentary
Oct 21, 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: 266B vs. ETAMX (390M). ETAMX pays higher dividends than CLBCX: ETAMX (1.78) vs CLBCX (1.06). 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 : 8.56 vs. ETAMX (3.85). CLBCX return over 5 years is better than : 40.91 vs. ETAMX (31.21).
| 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 | 14.701 | 7.571 | 194% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 390M | 68,205% |
| Annual Yield % from dividends | 1.06 | 1.78 | 59% |
| Returns for 1 year | 8.56 | 3.85 | 222% |
| Returns for 3 years | 48.29 | 37.22 | 130% |
| Returns for 5 years | 40.91 | 31.21 | 131% |
| Returns for 10 years | 72.45 | 86.82 | 83% |
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