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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.86
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. ETAMX (389M). CLBFX pays higher dividends than ETAMX: CLBFX (1.99) vs ETAMX (1.74). 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). CLBFX annual gain was more profitable for investors over the last year : 10.40 vs. ETAMX (7.80). CLBFX return over 5 years is better than : 42.59 vs. ETAMX (35.74).
| 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 | 9.111 | 5.500 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 389M | 65,296% |
| Annual Yield % from dividends | 1.99 | 1.74 | 115% |
| Returns for 1 year | 10.40 | 7.80 | 133% |
| Returns for 3 years | 36.42 | 24.60 | 148% |
| Returns for 5 years | 42.59 | 35.74 | 119% |
| Returns for 10 years | 81.10 | 80.32 | 101% |
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