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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.70
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Jul 07, 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 CLBCX is a Buy and ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. ETIMX (388M). ETIMX pays higher dividends than CLBCX: ETIMX (1.99) vs CLBCX (1.13). CLBCX was incepted earlier than ETIMX: CLBCX (23 years) vs ETIMX (10 years). CLBCX (1.35) is less costly to investors than ETIMX (0.89). CLBCX (44.00) and ETIMX (43.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than ETIMX: CLBCX (250) vs ETIMX (100000). ETIMX annual gain was more profitable for investors over the last year : 8.61 vs. CLBCX (7.04). ETIMX return over 5 years is better than : 40.57 vs. CLBCX (37.95).
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.89 | 152% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 7.660 | 4.713 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 388M | 64,948% |
| Annual Yield % from dividends | 1.13 | 1.99 | 57% |
| Returns for 1 year | 7.04 | 8.61 | 82% |
| Returns for 3 years | 33.08 | 27.45 | 120% |
| Returns for 5 years | 37.95 | 40.57 | 94% |
| Returns for 10 years | 64.69 | N/A | - |
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