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CLBFX vs ETCMX
CLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Eventide Balanced Fund
Price$14.65
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets387.43M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Aug 17, 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: 256B vs. ETCMX (387M). CLBFX pays higher dividends than ETCMX: CLBFX (1.97) vs ETCMX (1.05). 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 : 8.11 vs. ETCMX (4.57). CLBFX return over 5 years is better than : 40.98 vs. ETCMX (26.77).
| 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 | 9.847 | 4.543 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 387M | 66,150% |
| Annual Yield % from dividends | 1.97 | 1.05 | 187% |
| Returns for 1 year | 8.11 | 4.57 | 178% |
| Returns for 3 years | 31.15 | 16.42 | 190% |
| Returns for 5 years | 40.98 | 26.77 | 153% |
| Returns for 10 years | 82.32 | 68.00 | 121% |
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