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CLBFX vs ETNMX
CLBFX vs ETNMX Comparison
Open Charts CLBFX vs ETNMX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Eventide Balanced Fund
Price$14.98
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets389.68M
CLBFX vs ETNMX Comparison Chart in %
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CLBFX vs. ETNMX commentary
Oct 18, 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 ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. ETNMX (390M). CLBFX (1.89) and ETNMX (1.83) have matching dividends . CLBFX was incepted earlier than ETNMX: CLBFX (23 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than CLBFX (0.67). ETNMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ETNMX: CLBFX (250) vs ETNMX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. ETNMX (3.50). CLBFX return over 5 years is better than : 45.11 vs. ETNMX (29.30).
| CLBFX | ETNMX | CLBFX / ETNMX | |
| Total Expense Ratio | 0.67 | 1.02 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.09 | 61% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 14.767 | 7.123 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 390M | 67,949% |
| Annual Yield % from dividends | 1.89 | 1.83 | 103% |
| Returns for 1 year | 8.84 | 3.50 | 253% |
| Returns for 3 years | 52.03 | 35.33 | 147% |
| Returns for 5 years | 45.11 | 29.30 | 154% |
| Returns for 10 years | 91.64 | 86.63 | 106% |
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