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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.68
Change-$0.32 (-2.13%)
VolumeN/A
Net Assets386.3M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Feb 05, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. ETIMX (386M). ETIMX pays higher dividends than CLBCX: ETIMX (2.06) vs CLBCX (1.19). 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 : 10.51 vs. ETIMX (3.12). CLBCX return over 5 years is better than : 32.27 vs. ETIMX (17.08).
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.82 | 165% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.375 | 3.126 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 386M | 69,948% |
| Annual Yield % from dividends | 1.19 | 2.06 | 57% |
| Returns for 1 year | 10.51 | 3.12 | 336% |
| Returns for 3 years | 33.67 | 23.69 | 142% |
| Returns for 5 years | 32.27 | 17.08 | 189% |
| Returns for 10 years | 86.26 | 92.51 | 93% |
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