CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
ETIMX
Price
$14.70
Change
+$0.03 (+0.20%)
Updated
Jul 3 closing price
Net Assets
387.84M
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CLBFX vs ETIMX

Header iconCLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.70
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Jul 07, 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 CLBFX is a Buy and ETIMX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. ETIMX (388M). CLBFX (1.99) and ETIMX (1.99) have matching dividends . CLBFX was incepted earlier than ETIMX: CLBFX (23 years) vs ETIMX (10 years). ETIMX (0.89) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETIMX (43.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than ETIMX: CLBFX (250) vs ETIMX (100000). ETIMX annual gain was more profitable for investors over the last year : 8.61 vs. CLBFX (8.02). CLBFX return over 5 years is better than : 44.49 vs. ETIMX (40.57).
CLBFXETIMXCLBFX / ETIMX
Total Expense Ratio0.670.8282%
Annual Report Gross Expense Ratio0.670.8975%
Fund Existence23 years10 years-
Gain YTD8.1694.713173%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B388M64,948%
Annual Yield % from dividends1.991.99100%
Returns for 1 year8.028.6193%
Returns for 3 years36.8027.45134%
Returns for 5 years44.4940.57110%
Returns for 10 years81.14N/A-
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