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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$37.18
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Eventide Balanced Fund
Price$14.78
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets387.06M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Aug 20, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. ETIMX (387M). ETIMX (2.03) and CLBFX (1.97) 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). CLBFX annual gain was more profitable for investors over the last year : 6.98 vs. ETIMX (5.52). CLBFX return over 5 years is better than : 40.55 vs. ETIMX (33.30).
| CLBFX | ETIMX | CLBFX / ETIMX | |
| Total Expense Ratio | 0.67 | 0.82 | 82% |
| Annual Report Gross Expense Ratio | 0.67 | 0.89 | 75% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.435 | 5.118 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 387M | 66,150% |
| Annual Yield % from dividends | 1.97 | 2.03 | 97% |
| Returns for 1 year | 6.98 | 5.52 | 126% |
| Returns for 3 years | 32.26 | 21.03 | 153% |
| Returns for 5 years | 40.55 | 33.30 | 122% |
| Returns for 10 years | 88.40 | 87.46 | 101% |
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