CLBCX
Price
$38.33
Change
-$0.07 (-0.18%)
Updated
Jan 14 closing price
Net Assets
269.72B
ETIMX
Price
$14.57
Change
+$0.01 (+0.07%)
Updated
Jan 14 closing price
Net Assets
384.12M
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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$38.33
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.57
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets384.12M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Jan 15, 2026

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: 270B vs. ETIMX (384M). ETIMX pays higher dividends than CLBCX: ETIMX (2.10) vs CLBCX (1.21). CLBCX was incepted earlier than ETIMX: CLBCX (24 years) vs ETIMX (11 years). CLBCX (1.35) is less costly to investors than ETIMX (0.82). 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 : 13.39 vs. ETIMX (3.40). CLBCX return over 5 years is better than : 33.30 vs. ETIMX (16.98).
CLBCXETIMXCLBCX / ETIMX
Total Expense Ratio1.350.82165%
Annual Report Gross Expense Ratio1.350.82165%
Fund Existence24 years11 years-
Gain YTD2.2952.174106%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets270B384M70,313%
Annual Yield % from dividends1.212.1058%
Returns for 1 year13.393.40393%
Returns for 3 years34.6424.37142%
Returns for 5 years33.3016.98196%
Returns for 10 years87.1894.3292%
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