CLBFX
Price
$37.00
Change
-$0.07 (-0.19%)
Updated
Jul 28 closing price
Net Assets
254.37B
ETIMX
Price
$14.81
Change
-$0.03 (-0.20%)
Updated
Jul 28 closing price
Net Assets
389.06M
Interact to see
Advertisement

CLBFX vs ETIMX

Header iconCLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMXBanner chart's image
American Funds American Balanced 529F
Price$37.00
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Eventide Balanced Fund
Price$14.81
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets389.06M
CLBFX vs ETIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBFX vs. ETIMX commentary
Jul 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. ETIMX (389M). 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). CLBFX annual gain was more profitable for investors over the last year : 10.40 vs. ETIMX (8.08). CLBFX return over 5 years is better than : 42.59 vs. ETIMX (37.11).
CLBFXETIMXCLBFX / ETIMX
Total Expense Ratio0.670.8282%
Annual Report Gross Expense Ratio0.670.8975%
Fund Existence23 years10 years-
Gain YTD9.1115.711160%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B389M65,296%
Annual Yield % from dividends1.991.99100%
Returns for 1 year10.408.08129%
Returns for 3 years36.4225.57142%
Returns for 5 years42.5937.11115%
Returns for 10 years81.1084.1596%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GARP62.170.43
+0.70%
iShares MSCI USA Quality GARP ETF
AGZD22.430.05
+0.22%
WisdomTree Interest RtHdgUS Aggt Bd ETF
EEMO17.41N/A
N/A
Invesco S&P Emerging Markets Mom ETF
MFDX36.03-0.03
-0.08%
PIMCO RAFI Dyn Multi-Factor Intl Eq ETF
EPP50.24-0.16
-0.32%
iShares MSCI Pacific ex Japan ETF