CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
ETCMX
Price
$14.74
Change
+$0.05 (+0.34%)
Updated
Jul 25 closing price
Net Assets
389.06M
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CLBCX vs ETCMX

Header iconCLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMXBanner chart's image
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.74
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Jul 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 Buy and ETCMX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. ETCMX (389M). CLBCX pays higher dividends than ETCMX: CLBCX (1.13) vs ETCMX (1.01). CLBCX was incepted earlier than ETCMX: CLBCX (23 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 : 9.42 vs. ETCMX (6.98). CLBCX return over 5 years is better than : 36.20 vs. ETCMX (30.35).
CLBCXETCMXCLBCX / ETCMX
Total Expense Ratio1.351.8274%
Annual Report Gross Expense Ratio1.351.8971%
Fund Existence23 years10 years-
Gain YTD8.5365.088168%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B389M65,296%
Annual Yield % from dividends1.131.01112%
Returns for 1 year9.426.98135%
Returns for 3 years32.7321.89149%
Returns for 5 years36.2030.35119%
Returns for 10 years64.6967.6996%
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