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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Eventide Balanced Fund
Price$14.90
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets389.92M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Sep 28, 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 Hold and ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. ETCMX (390M). CLBCX (1.11) and ETCMX (1.06) have matching dividends . CLBCX was incepted earlier than ETCMX: CLBCX (24 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than CLBCX (1.35). CLBCX (44.00) and ETCMX (43.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than ETCMX: CLBCX (250) vs ETCMX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.19 vs. ETCMX (3.38). CLBCX return over 5 years is better than : 40.81 vs. ETCMX (30.61).
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | 1.35 | 1.82 | 74% |
| Annual Report Gross Expense Ratio | 1.35 | 1.89 | 71% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 12.421 | 6.425 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 390M | 67,436% |
| Annual Yield % from dividends | 1.11 | 1.06 | 105% |
| Returns for 1 year | 7.19 | 3.38 | 213% |
| Returns for 3 years | 48.53 | 32.60 | 149% |
| Returns for 5 years | 40.81 | 30.61 | 133% |
| Returns for 10 years | 81.37 | 81.10 | 100% |