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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$39.40
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Eventide Balanced Fund
Price$15.09
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets393.44M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Oct 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 268B vs. ETIMX (393M). ETIMX pays higher dividends than CLBCX: ETIMX (2.03) vs CLBCX (1.06). 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). ETIMX is a more actively managed with annual turnover of: 55.00 vs. CLBCX (44.00). 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 : 10.15 vs. ETIMX (5.40). CLBCX return over 5 years is better than : 40.85 vs. ETIMX (32.50).
| 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 | 15.169 | 8.071 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 393M | 68,193% |
| Annual Yield % from dividends | 1.06 | 2.03 | 52% |
| Returns for 1 year | 10.15 | 5.40 | 188% |
| Returns for 3 years | 46.28 | 36.22 | 128% |
| Returns for 5 years | 40.85 | 32.50 | 126% |
| Returns for 10 years | 73.71 | 93.25 | 79% |
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