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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Eventide Balanced Fund
Price$14.79
Change-$0.16 (-1.07%)
VolumeN/A
Net Assets388.11M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. ETIMX (388M). ETIMX pays higher dividends than CLBFX: ETIMX (2.07) vs CLBFX (1.86). 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 : 8.91 vs. ETIMX (3.04). CLBFX return over 5 years is better than : 42.56 vs. ETIMX (28.49).
| 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 | 14.974 | 7.269 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 388M | 69,330% |
| Annual Yield % from dividends | 1.86 | 2.07 | 90% |
| Returns for 1 year | 8.91 | 3.04 | 293% |
| Returns for 3 years | 44.01 | 28.96 | 152% |
| Returns for 5 years | 42.56 | 28.49 | 149% |
| Returns for 10 years | 90.28 | 92.58 | 98% |
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