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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$39.14
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Eventide Balanced Fund
Price$15.08
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets390.39M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Oct 21, 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: 266B vs. ETAMX (390M). CLBFX pays higher dividends than ETAMX: CLBFX (1.89) vs ETAMX (1.78). 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). ETAMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). 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 : 9.53 vs. ETAMX (3.85). CLBFX return over 5 years is better than : 47.53 vs. ETAMX (31.21).
| 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 | 15.564 | 7.571 | 206% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 390M | 68,205% |
| Annual Yield % from dividends | 1.89 | 1.78 | 106% |
| Returns for 1 year | 9.53 | 3.85 | 247% |
| Returns for 3 years | 52.41 | 37.22 | 141% |
| Returns for 5 years | 47.53 | 31.21 | 152% |
| Returns for 10 years | 89.57 | 86.82 | 103% |
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