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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Eventide Balanced Fund
Price$14.40
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets378.9M
CLBFX vs ETAMX Comparison Chart
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CLBFX vs. ETAMX commentary
Jun 15, 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 CLBFX is a Buy and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. ETAMX (379M). CLBFX pays higher dividends than ETAMX: CLBFX (2.07) vs ETAMX (1.75). CLBFX was incepted earlier than ETAMX: CLBFX (23 years) vs ETAMX (10 years). ETAMX (1.14) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETAMX (43.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than ETAMX: CLBFX (250) vs ETAMX (1000). ETAMX (5.65) and CLBFX (5.44) have marching annual gain over last year. CLBFX return over 5 years is better than : 41.30 vs. ETAMX (38.62).
| CLBFX | ETAMX | CLBFX / ETAMX | |
| Total Expense Ratio | 0.67 | 1.07 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.14 | 59% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.519 | 2.070 | 218% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 379M | 64,380% |
| Annual Yield % from dividends | 2.07 | 1.75 | 118% |
| Returns for 1 year | 5.44 | 5.65 | 96% |
| Returns for 3 years | 34.29 | 25.97 | 132% |
| Returns for 5 years | 41.30 | 38.62 | 107% |
| Returns for 10 years | 73.68 | N/A | - |
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