CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
ETCMX
Price
$14.62
Change
+$0.03 (+0.21%)
Updated
Jul 3 closing price
Net Assets
387.84M
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CLBFX vs ETCMX

Header iconCLBFX vs ETCMX Comparison
Open Charts CLBFX vs ETCMXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.62
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets387.84M
CLBFX vs ETCMX Comparison Chart in %
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CLBFX vs. ETCMX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. ETCMX (388M). 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 : 8.02 vs. ETCMX (7.58). CLBFX return over 5 years is better than : 44.49 vs. ETCMX (33.71).
CLBFXETCMXCLBFX / ETCMX
Total Expense Ratio0.671.8237%
Annual Report Gross Expense Ratio0.671.8935%
Fund Existence23 years10 years-
Gain YTD8.1694.232193%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B388M64,948%
Annual Yield % from dividends1.991.01197%
Returns for 1 year8.027.58106%
Returns for 3 years36.8023.69155%
Returns for 5 years44.4933.71132%
Returns for 10 years81.14N/A-
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