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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.74
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets389.06M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. ETCMX (389M). CLBFX pays higher dividends than ETCMX: CLBFX (1.99) vs ETCMX (1.01). 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). CLBFX (44.00) and ETCMX (43.00) have comparable annual turnover. 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 : 10.40 vs. ETCMX (6.98). CLBFX return over 5 years is better than : 42.59 vs. ETCMX (30.35).
| 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 | 9.111 | 5.088 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 389M | 65,296% |
| Annual Yield % from dividends | 1.99 | 1.01 | 197% |
| Returns for 1 year | 10.40 | 6.98 | 149% |
| Returns for 3 years | 36.42 | 21.89 | 166% |
| Returns for 5 years | 42.59 | 30.35 | 140% |
| Returns for 10 years | 81.10 | 67.69 | 120% |