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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Eventide Balanced Fund
Price$14.90
Change+$0.08 (+0.54%)
VolumeN/A
Net Assets389.92M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Sep 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 Hold and ETCMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. ETCMX (390M). CLBFX pays higher dividends than ETCMX: CLBFX (1.94) 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). 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 : 7.93 vs. ETCMX (3.38). CLBFX return over 5 years is better than : 47.10 vs. ETCMX (30.61).
| 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 | 12.937 | 6.425 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 390M | 67,436% |
| Annual Yield % from dividends | 1.94 | 1.06 | 184% |
| Returns for 1 year | 7.93 | 3.38 | 235% |
| Returns for 3 years | 52.34 | 32.60 | 161% |
| Returns for 5 years | 47.10 | 30.61 | 154% |
| Returns for 10 years | 98.95 | 81.10 | 122% |
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