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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Eventide Balanced Fund
Price$14.89
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets390.39M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Oct 19, 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 ETCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. ETCMX (390M). CLBFX pays higher dividends than ETCMX: CLBFX (1.89) vs ETCMX (1.06). CLBFX was incepted earlier than ETCMX: CLBFX (23 years) vs ETCMX (10 years). ETCMX (1.89) is less costly to investors than CLBFX (0.67). ETCMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ETCMX: CLBFX (250) vs ETCMX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. ETCMX (2.69). CLBFX return over 5 years is better than : 45.11 vs. ETCMX (24.20).
| CLBFX | ETCMX | CLBFX / ETCMX | |
| Total Expense Ratio | 0.67 | 1.82 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.89 | 35% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.767 | 6.464 | 228% |
| Front Load | N/A | N/A | - |
| 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 | 1.06 | 178% |
| Returns for 1 year | 8.84 | 2.69 | 328% |
| Returns for 3 years | 52.03 | 32.11 | 162% |
| Returns for 5 years | 45.11 | 24.20 | 186% |
| Returns for 10 years | 91.64 | 73.17 | 125% |
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