CLBCX
Price
$37.09
Change
-$0.07 (-0.19%)
Updated
Jul 28 closing price
Net Assets
254.37B
ETIMX
Price
$14.81
Change
-$0.03 (-0.20%)
Updated
Jul 28 closing price
Net Assets
389.06M
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CLBCX vs ETIMX

Header iconCLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMXBanner chart's image
American Funds American Balanced 529C
Price$37.09
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.81
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets389.06M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Jul 29, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. ETIMX (389M). 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). CLBCX annual gain was more profitable for investors over the last year : 9.42 vs. ETIMX (8.08). ETIMX (37.11) and CLBCX (36.20) have equivalent 5 years return.
CLBCXETIMXCLBCX / ETIMX
Total Expense Ratio1.350.82165%
Annual Report Gross Expense Ratio1.350.89152%
Fund Existence23 years10 years-
Gain YTD8.5365.711149%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B389M65,296%
Annual Yield % from dividends1.131.9957%
Returns for 1 year9.428.08117%
Returns for 3 years32.7325.57128%
Returns for 5 years36.2037.1198%
Returns for 10 years64.6984.1577%
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