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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$39.66
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.80
Change-$0.14 (-0.94%)
VolumeN/A
Net Assets382.88M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Dec 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 StrongBuy and ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. ETCMX (383M). ETCMX pays higher dividends than CLBCX: ETCMX (1.11) vs CLBCX (1.02). CLBCX was incepted earlier than ETCMX: CLBCX (24 years) vs ETCMX (10 years). ETCMX (1.82) 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 : 9.79 vs. ETCMX (3.33). CLBCX return over 5 years is better than : 37.30 vs. ETCMX (21.14).
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | 1.35 | 1.82 | 74% |
| Annual Report Gross Expense Ratio | 1.35 | 1.82 | 74% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 17.361 | 6.926 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 383M | 70,235% |
| Annual Yield % from dividends | 1.02 | 1.11 | 92% |
| Returns for 1 year | 9.79 | 3.33 | 294% |
| Returns for 3 years | 41.27 | 25.06 | 165% |
| Returns for 5 years | 37.30 | 21.14 | 176% |
| Returns for 10 years | 79.55 | 79.78 | 100% |
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