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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.39
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets381.23M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Dec 27, 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 StrongBuy and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. ETIMX (381M). ETIMX pays higher dividends than CLBFX: ETIMX (2.08) vs CLBFX (1.83). CLBFX was incepted earlier than ETIMX: CLBFX (23 years) vs ETIMX (10 years). ETIMX (0.82) 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 : 9.21 vs. ETIMX (2.41). CLBFX return over 5 years is better than : 37.57 vs. ETIMX (18.93).
| CLBFX | ETIMX | CLBFX / ETIMX | |
| Total Expense Ratio | 0.67 | 0.82 | 82% |
| Annual Report Gross Expense Ratio | 0.67 | 0.82 | 82% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 10.840 | 3.251 | 333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 381M | 70,604% |
| Annual Yield % from dividends | 1.83 | 2.08 | 88% |
| Returns for 1 year | 9.21 | 2.41 | 382% |
| Returns for 3 years | 38.59 | 26.84 | 144% |
| Returns for 5 years | 37.57 | 18.93 | 199% |
| Returns for 10 years | 88.41 | 82.02 | 108% |
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