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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.65
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets387.43M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Aug 17, 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: 256B vs. ETCMX (387M). CLBCX pays higher dividends than ETCMX: CLBCX (1.12) vs ETCMX (1.05). 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 : 7.14 vs. ETCMX (4.57). CLBCX return over 5 years is better than : 34.64 vs. ETCMX (26.77).
| 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 | 9.208 | 4.543 | 203% |
| Front Load | N/A | N/A | - |
| 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 | 1.05 | 107% |
| Returns for 1 year | 7.14 | 4.57 | 156% |
| Returns for 3 years | 27.58 | 16.42 | 168% |
| Returns for 5 years | 34.64 | 26.77 | 129% |
| Returns for 10 years | 65.77 | 68.00 | 97% |
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