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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$39.61
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.80
Change-$0.14 (-0.94%)
VolumeN/A
Net Assets382.88M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Dec 13, 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 ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. ETCMX (383M). CLBFX pays higher dividends than ETCMX: CLBFX (1.83) vs ETCMX (1.11). CLBFX was incepted earlier than ETCMX: CLBFX (23 years) vs ETCMX (10 years). ETCMX (1.82) 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 : 10.76 vs. ETCMX (3.33). CLBFX return over 5 years is better than : 43.74 vs. ETCMX (21.14).
| CLBFX | ETCMX | CLBFX / ETCMX | |
| Total Expense Ratio | 0.67 | 1.82 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.82 | 37% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 18.399 | 6.926 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 383M | 70,235% |
| Annual Yield % from dividends | 1.83 | 1.11 | 164% |
| Returns for 1 year | 10.76 | 3.33 | 323% |
| Returns for 3 years | 45.23 | 25.06 | 180% |
| Returns for 5 years | 43.74 | 21.14 | 207% |
| Returns for 10 years | 97.46 | 79.78 | 122% |
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