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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Eventide Balanced Fund
Price$14.68
Change-$0.32 (-2.13%)
VolumeN/A
Net Assets386.3M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Feb 05, 2026
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 Hold and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. ETIMX (386M). ETIMX (2.06) and CLBFX (2.03) have matching dividends . CLBFX was incepted earlier than ETIMX: CLBFX (23 years) vs ETIMX (11 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 : 11.50 vs. ETIMX (3.12). CLBFX return over 5 years is better than : 38.44 vs. ETIMX (17.08).
| 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 | 11 years | - |
| Gain YTD | 2.464 | 3.126 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 386M | 69,948% |
| Annual Yield % from dividends | 2.03 | 2.06 | 99% |
| Returns for 1 year | 11.50 | 3.12 | 368% |
| Returns for 3 years | 37.33 | 23.69 | 158% |
| Returns for 5 years | 38.44 | 17.08 | 225% |
| Returns for 10 years | 104.71 | 92.51 | 113% |
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