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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Eventide Balanced Fund
Price$14.38
Change-$0.12 (-0.83%)
VolumeN/A
Net Assets378.9M
CLBCX vs ETIMX Comparison Chart
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CLBCX vs. ETIMX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. ETIMX (379M). ETIMX pays higher dividends than CLBCX: ETIMX (2.00) vs CLBCX (1.18). 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 : 6.00 vs. CLBCX (4.49). ETIMX return over 5 years is better than : 40.14 vs. CLBCX (34.93).
| 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 | 4.067 | 2.248 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 379M | 64,380% |
| Annual Yield % from dividends | 1.18 | 2.00 | 59% |
| Returns for 1 year | 4.49 | 6.00 | 75% |
| Returns for 3 years | 30.63 | 26.96 | 114% |
| Returns for 5 years | 34.93 | 40.14 | 87% |
| Returns for 10 years | 57.89 | N/A | - |
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