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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.69
Change-$0.16 (-1.08%)
VolumeN/A
Net Assets388.11M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Nov 14, 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: 269B vs. ETCMX (388M). CLBFX pays higher dividends than ETCMX: CLBFX (1.86) vs ETCMX (1.10). 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 : 8.91 vs. ETCMX (0.79). CLBFX return over 5 years is better than : 42.56 vs. ETCMX (20.79).
| 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 | 14.974 | 5.136 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.86 | 1.10 | 169% |
| Returns for 1 year | 8.91 | 0.79 | 1,129% |
| Returns for 3 years | 44.01 | 24.46 | 180% |
| Returns for 5 years | 42.56 | 20.79 | 205% |
| Returns for 10 years | 90.28 | 72.25 | 125% |
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