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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.48
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets384.12M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. ETCMX (384M). CLBFX pays higher dividends than ETCMX: CLBFX (2.08) vs ETCMX (1.13). CLBFX was incepted earlier than ETCMX: CLBFX (23 years) vs ETCMX (11 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 : 14.42 vs. ETCMX (2.40). CLBFX return over 5 years is better than : 39.53 vs. ETCMX (11.34).
| 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 | 11 years | - |
| Gain YTD | 2.357 | 2.188 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 384M | 70,313% |
| Annual Yield % from dividends | 2.08 | 1.13 | 184% |
| Returns for 1 year | 14.42 | 2.40 | 601% |
| Returns for 3 years | 38.39 | 20.79 | 185% |
| Returns for 5 years | 39.53 | 11.34 | 349% |
| Returns for 10 years | 105.76 | 76.61 | 138% |
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