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CLBCX vs ETCMX
CLBCX vs ETCMX Comparison
Open Charts CLBCX vs ETCMX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Eventide Balanced Fund
Price$14.89
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets390.39M
CLBCX vs ETCMX Comparison Chart in %
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CLBCX vs. ETCMX commentary
Oct 19, 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: 266B vs. ETCMX (390M). ETCMX (1.06) and CLBCX (1.06) have matching dividends . 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). 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 : 7.87 vs. ETCMX (2.69). CLBCX return over 5 years is better than : 38.56 vs. ETCMX (24.20).
| 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 | 13.912 | 6.464 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 390M | 68,205% |
| Annual Yield % from dividends | 1.06 | 1.06 | 99% |
| Returns for 1 year | 7.87 | 2.69 | 293% |
| Returns for 3 years | 47.86 | 32.11 | 149% |
| Returns for 5 years | 38.56 | 24.20 | 159% |
| Returns for 10 years | 74.34 | 73.17 | 102% |
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