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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Eventide Balanced Fund
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets388.49M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Sep 09, 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: 259B vs. ETIMX (388M). ETIMX pays higher dividends than CLBCX: ETIMX (2.03) vs CLBCX (1.11). CLBCX was incepted earlier than ETIMX: CLBCX (24 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). CLBCX annual gain was more profitable for investors over the last year : 10.90 vs. ETIMX (7.49). ETIMX (37.28) and CLBCX (37.22) have equivalent 5 years return.
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.89 | 152% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 11.223 | 6.870 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 388M | 66,753% |
| Annual Yield % from dividends | 1.11 | 2.03 | 55% |
| Returns for 1 year | 10.90 | 7.49 | 146% |
| Returns for 3 years | 35.13 | 25.49 | 138% |
| Returns for 5 years | 37.22 | 37.28 | 100% |
| Returns for 10 years | 76.01 | 93.33 | 81% |
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