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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.69
Change-$0.16 (-1.08%)
VolumeN/A
Net Assets388.11M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX 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 ETCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. ETCMX (388M). ETCMX pays higher dividends than CLBCX: ETCMX (1.10) vs CLBCX (1.04). 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). ETCMX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). 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 : 7.92 vs. ETCMX (0.79). CLBCX return over 5 years is better than : 36.11 vs. ETCMX (20.79).
| 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 | 14.029 | 5.136 | 273% |
| Front Load | N/A | N/A | - |
| 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 | 1.10 | 94% |
| Returns for 1 year | 7.92 | 0.79 | 1,003% |
| Returns for 3 years | 40.07 | 24.46 | 164% |
| Returns for 5 years | 36.11 | 20.79 | 174% |
| Returns for 10 years | 73.04 | 72.25 | 101% |
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