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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$38.33
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.48
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets384.12M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. ETCMX (384M). CLBCX pays higher dividends than ETCMX: CLBCX (1.21) vs ETCMX (1.13). CLBCX was incepted earlier than ETCMX: CLBCX (24 years) vs ETCMX (11 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 : 13.39 vs. ETCMX (2.40). CLBCX return over 5 years is better than : 33.30 vs. ETCMX (11.34).
| 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 | 11 years | - |
| Gain YTD | 2.295 | 2.188 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 384M | 70,313% |
| Annual Yield % from dividends | 1.21 | 1.13 | 107% |
| Returns for 1 year | 13.39 | 2.40 | 558% |
| Returns for 3 years | 34.64 | 20.79 | 167% |
| Returns for 5 years | 33.30 | 11.34 | 294% |
| Returns for 10 years | 87.18 | 76.61 | 114% |
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