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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eventide Balanced Fund
Price$14.70
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets387.84M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Jul 07, 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: 252B vs. ETIMX (388M). 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). ETIMX annual gain was more profitable for investors over the last year : 8.61 vs. CLBFX (8.02). CLBFX return over 5 years is better than : 44.49 vs. ETIMX (40.57).
| 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 | 8.169 | 4.713 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 388M | 64,948% |
| Annual Yield % from dividends | 1.99 | 1.99 | 100% |
| Returns for 1 year | 8.02 | 8.61 | 93% |
| Returns for 3 years | 36.80 | 27.45 | 134% |
| Returns for 5 years | 44.49 | 40.57 | 110% |
| Returns for 10 years | 81.14 | N/A | - |
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