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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
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.
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.
| 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 | 8.536 | 5.711 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 389M | 65,296% |
| Annual Yield % from dividends | 1.13 | 1.99 | 57% |
| Returns for 1 year | 9.42 | 8.08 | 117% |
| Returns for 3 years | 32.73 | 25.57 | 128% |
| Returns for 5 years | 36.20 | 37.11 | 98% |
| Returns for 10 years | 64.69 | 84.15 | 77% |
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