Interact to see
Advertisement
Advertisement
CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$36.80
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.9B
Eventide Balanced Fund
Price$14.64
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets387.86M
CLBCX vs ETIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. ETIMX commentary
Jul 12, 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: 253B vs. ETIMX (388M). ETIMX pays higher dividends than CLBCX: ETIMX (1.99) vs CLBCX (1.13). CLBCX was incepted earlier than ETIMX: CLBCX (23 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). ETIMX annual gain was more profitable for investors over the last year : 6.91 vs. CLBCX (5.96). ETIMX return over 5 years is better than : 39.72 vs. CLBCX (36.60).
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.89 | 152% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 7.485 | 4.713 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 388M | 65,206% |
| Annual Yield % from dividends | 1.13 | 1.99 | 57% |
| Returns for 1 year | 5.96 | 6.91 | 86% |
| Returns for 3 years | 33.98 | 27.87 | 122% |
| Returns for 5 years | 36.60 | 39.72 | 92% |
| Returns for 10 years | 62.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PLTM | 13.54 | 0.40 | +3.04% |
| GraniteShares Platinum Trust | |||
| BFIX | 25.13 | 0.04 | +0.14% |
| Build Bond Innovation ETF | |||
| PSQO | 20.51 | 0.02 | +0.10% |
| Palmer Square Credit Opportunities ETF | |||
| GAM | 56.75 | -0.10 | -0.18% |
| General American Investors Company | |||
| FDG | 109.15 | -0.41 | -0.38% |
| American Century Foc Dynmc Gr ETF | |||