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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Eventide Balanced Fund
Price$14.95
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets388.49M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. ETIMX (388M). ETIMX (2.03) and CLBFX (1.94) 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 : 11.92 vs. ETIMX (7.49). CLBFX return over 5 years is better than : 43.66 vs. ETIMX (37.28).
| 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 | 11.937 | 6.870 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 388M | 66,753% |
| Annual Yield % from dividends | 1.94 | 2.03 | 96% |
| Returns for 1 year | 11.92 | 7.49 | 159% |
| Returns for 3 years | 38.90 | 25.49 | 153% |
| Returns for 5 years | 43.66 | 37.28 | 117% |
| Returns for 10 years | 93.51 | 93.33 | 100% |
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