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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$38.95
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
Eventide Balanced Fund
Price$15.12
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets394.02M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Oct 05, 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 CLBCX is a Buy and ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. ETIMX (394M). ETIMX pays higher dividends than CLBCX: ETIMX (2.03) vs CLBCX (0.98). CLBCX was incepted earlier than ETIMX: CLBCX (24 years) vs ETIMX (10 years). CLBCX (1.35) is less costly to investors than ETIMX (0.89). CLBCX (44.00) and ETIMX (43.00) have comparable annual turnover. CLBCX has a lower initial minimum investment than ETIMX: CLBCX (250) vs ETIMX (100000). CLBCX annual gain was more profitable for investors over the last year : 8.95 vs. ETIMX (5.54). CLBCX return over 5 years is better than : 41.36 vs. ETIMX (35.61).
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.89 | 152% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 13.764 | 8.214 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 394M | 67,513% |
| Annual Yield % from dividends | 0.98 | 2.03 | 48% |
| Returns for 1 year | 8.95 | 5.54 | 162% |
| Returns for 3 years | 44.55 | 33.22 | 134% |
| Returns for 5 years | 41.36 | 35.61 | 116% |
| Returns for 10 years | 77.29 | 94.31 | 82% |
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