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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.79
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. ETIMX (388M). ETIMX pays higher dividends than CLBCX: ETIMX (2.07) vs CLBCX (1.04). 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 : 7.92 vs. ETIMX (1.87). CLBCX return over 5 years is better than : 36.11 vs. ETIMX (27.11).
| 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 | 14.029 | 6.121 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.04 | 2.07 | 50% |
| Returns for 1 year | 7.92 | 1.87 | 425% |
| Returns for 3 years | 40.07 | 28.31 | 142% |
| Returns for 5 years | 36.11 | 27.11 | 133% |
| Returns for 10 years | 73.04 | 89.53 | 82% |
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