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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.62
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets387.84M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. ETCMX (388M). 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). ETCMX annual gain was more profitable for investors over the last year : 7.58 vs. CLBCX (7.04). CLBCX return over 5 years is better than : 37.95 vs. ETCMX (33.71).
| CLBCX | ETCMX | CLBCX / ETCMX | |
| Total Expense Ratio | 1.35 | 1.82 | 74% |
| Annual Report Gross Expense Ratio | 1.35 | 1.89 | 71% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 7.660 | 4.232 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 388M | 64,948% |
| Annual Yield % from dividends | 1.13 | 1.01 | 112% |
| Returns for 1 year | 7.04 | 7.58 | 93% |
| Returns for 3 years | 33.08 | 23.69 | 140% |
| Returns for 5 years | 37.95 | 33.71 | 113% |
| Returns for 10 years | 64.69 | N/A | - |