CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
ETAMX
Price
$14.73
Change
+$0.03 (+0.20%)
Updated
Jul 3 closing price
Net Assets
387.84M
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CLBFX vs ETAMX

Header iconCLBFX vs ETAMX Comparison
Open Charts CLBFX vs ETAMXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.73
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
CLBFX vs ETAMX Comparison Chart in %
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CLBFX vs. ETAMX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. ETAMX (388M). 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). ETAMX (8.33) and CLBFX (8.02) have marching annual gain over last year. CLBFX return over 5 years is better than : 44.49 vs. ETAMX (39.26).
CLBFXETAMXCLBFX / ETAMX
Total Expense Ratio0.671.0763%
Annual Report Gross Expense Ratio0.671.1459%
Fund Existence23 years10 years-
Gain YTD8.1694.577178%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B388M64,948%
Annual Yield % from dividends1.991.74115%
Returns for 1 year8.028.3396%
Returns for 3 years36.8026.54139%
Returns for 5 years44.4939.26113%
Returns for 10 years81.14N/A-
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