CLBFX
Price
$38.87
Change
+$0.04 (+0.10%)
Updated
Oct 17 closing price
Net Assets
265.83B
ETIMX
Price
$14.99
Change
+$0.02 (+0.13%)
Updated
Oct 17 closing price
Net Assets
391.89M
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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$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.83B
Eventide Balanced Fund
Price$14.99
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets391.89M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Oct 18, 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 Hold and ETIMX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. ETIMX (392M). ETIMX pays higher dividends than CLBFX: ETIMX (2.03) vs CLBFX (1.89). 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). ETIMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ETIMX: CLBFX (250) vs ETIMX (100000). CLBFX annual gain was more profitable for investors over the last year : 8.87 vs. ETIMX (3.50). CLBFX return over 5 years is better than : 44.96 vs. ETIMX (30.50).
CLBFXETIMXCLBFX / ETIMX
Total Expense Ratio0.670.8282%
Annual Report Gross Expense Ratio0.670.8975%
Fund Existence23 years10 years-
Gain YTD14.6497.212203%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets266B392M67,857%
Annual Yield % from dividends1.892.0393%
Returns for 1 year8.873.50254%
Returns for 3 years52.9336.77144%
Returns for 5 years44.9630.50147%
Returns for 10 years91.3690.34101%
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