Interact to see
Advertisement
Advertisement
CLBFX vs ETAMX
CLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.81
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
CLBFX vs ETAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. ETAMX commentary
Nov 14, 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: 269B vs. ETAMX (388M). CLBFX (1.86) and ETAMX (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 : 10.11 vs. ETAMX (2.71). CLBFX return over 5 years is better than : 44.32 vs. ETAMX (27.09).
| 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 | 16.391 | 6.961 | 235% |
| 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 | 1.86 | 1.83 | 102% |
| Returns for 1 year | 10.11 | 2.71 | 373% |
| Returns for 3 years | 44.93 | 27.95 | 161% |
| Returns for 5 years | 44.32 | 27.09 | 164% |
| Returns for 10 years | 94.43 | 88.43 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement