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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.98
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets388.19M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Dec 04, 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 StrongBuy and ETAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. ETAMX (388M). ETAMX (1.83) and CLBFX (1.83) have matching dividends . 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 : 9.42 vs. ETAMX (1.74). CLBFX return over 5 years is better than : 42.06 vs. ETAMX (26.08).
| 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 | 16.745 | 7.247 | 231% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.83 | 1.83 | 100% |
| Returns for 1 year | 9.42 | 1.74 | 540% |
| Returns for 3 years | 41.56 | 25.78 | 161% |
| Returns for 5 years | 42.06 | 26.08 | 161% |
| Returns for 10 years | 90.52 | 89.06 | 102% |