CLBCX
Price
$37.24
Change
-$0.15 (-0.40%)
Updated
Aug 19 closing price
Net Assets
255.61B
ETIMX
Price
$14.78
Change
+$0.05 (+0.34%)
Updated
Aug 19 closing price
Net Assets
387.06M
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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$37.24
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
Eventide Balanced Fund
Price$14.78
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets387.06M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Aug 20, 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: 256B vs. ETIMX (387M). ETIMX pays higher dividends than CLBCX: ETIMX (2.03) vs CLBCX (1.12). 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 : 7.02 vs. ETIMX (5.52). CLBCX (34.78) and ETIMX (33.30) have equivalent 5 years return.
CLBCXETIMXCLBCX / ETIMX
Total Expense Ratio1.350.82165%
Annual Report Gross Expense Ratio1.350.89152%
Fund Existence24 years10 years-
Gain YTD9.2085.118180%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets256B387M66,150%
Annual Yield % from dividends1.122.0355%
Returns for 1 year7.025.52127%
Returns for 3 years29.1521.03139%
Returns for 5 years34.7833.30104%
Returns for 10 years72.0287.4682%
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