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CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.70
Change-$0.33 (-2.20%)
VolumeN/A
Net Assets386.3M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Feb 04, 2026
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 Hold and ETAMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. ETAMX (386M). CLBFX pays higher dividends than ETAMX: CLBFX (2.03) vs ETAMX (1.82). CLBFX was incepted earlier than ETAMX: CLBFX (23 years) vs ETAMX (11 years). ETAMX (1.07) 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 : 11.50 vs. ETAMX (2.81). CLBFX return over 5 years is better than : 38.44 vs. ETAMX (15.88).
| CLBFX | ETAMX | CLBFX / ETAMX | |
| Total Expense Ratio | 0.67 | 1.07 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.07 | 63% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 2.464 | 3.029 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 386M | 69,948% |
| Annual Yield % from dividends | 2.03 | 1.82 | 112% |
| Returns for 1 year | 11.50 | 2.81 | 409% |
| Returns for 3 years | 37.33 | 22.75 | 164% |
| Returns for 5 years | 38.44 | 15.88 | 242% |
| Returns for 10 years | 104.71 | 88.33 | 119% |
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