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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Eventide Balanced Fund
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets388.19M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. ETIMX (388M). 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 (0.89) 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 : 9.42 vs. ETIMX (1.91). CLBFX return over 5 years is better than : 42.06 vs. ETIMX (27.27).
| 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 | 16.745 | 7.484 | 224% |
| 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 | 1.83 | 2.08 | 88% |
| Returns for 1 year | 9.42 | 1.91 | 492% |
| Returns for 3 years | 41.56 | 26.66 | 156% |
| Returns for 5 years | 42.06 | 27.27 | 154% |
| Returns for 10 years | 90.52 | 93.09 | 97% |