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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$32.94
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Eventide Balanced Fund
Price$13.76
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets368.64M
CLBCX vs ETIMX Comparison Chart
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CLBCX vs. ETIMX commentary
Apr 18, 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: 225B vs. ETIMX (369M). ETIMX pays higher dividends than CLBCX: ETIMX (1.98) vs CLBCX (1.22). CLBCX was incepted earlier than ETIMX: CLBCX (23 years) vs ETIMX (10 years). CLBCX (1.37) is less costly to investors than ETIMX (0.89). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (43.00). 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 : 4.81 vs. CLBCX (1.83). ETIMX return over 5 years is better than : 38.51 vs. CLBCX (28.49).
| CLBCX | ETIMX | CLBCX / ETIMX | |
| Total Expense Ratio | 1.37 | 0.82 | 167% |
| Annual Report Gross Expense Ratio | 1.37 | 0.89 | 154% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -3.903 | -2.879 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 369M | 60,976% |
| Annual Yield % from dividends | 1.22 | 1.98 | 62% |
| Returns for 1 year | 1.83 | 4.81 | 38% |
| Returns for 3 years | 8.62 | 10.73 | 80% |
| Returns for 5 years | 28.49 | 38.51 | 74% |
| Returns for 10 years | 44.63 | N/A | - |
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