CLBCX
Price
$38.97
Change
+$0.03 (+0.08%)
Updated
Oct 17 closing price
Net Assets
265.83B
ETIMX
Price
$14.99
Change
+$0.02 (+0.13%)
Updated
Oct 17 closing price
Net Assets
391.89M
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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$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.83B
Eventide Balanced Fund
Price$14.99
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets391.89M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Oct 18, 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 Hold and ETIMX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. ETIMX (392M). ETIMX pays higher dividends than CLBCX: ETIMX (2.03) vs CLBCX (1.06). 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). ETIMX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). 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 : 7.94 vs. ETIMX (3.50). CLBCX return over 5 years is better than : 38.45 vs. ETIMX (30.50).
CLBCXETIMXCLBCX / ETIMX
Total Expense Ratio1.350.82165%
Annual Report Gross Expense Ratio1.350.89152%
Fund Existence24 years10 years-
Gain YTD13.8247.212192%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets266B392M67,857%
Annual Yield % from dividends1.062.0352%
Returns for 1 year7.943.50227%
Returns for 3 years48.8336.77133%
Returns for 5 years38.4530.50126%
Returns for 10 years74.0690.3482%
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