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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$35.33
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets240.86B
Eventide Balanced Fund
Price$14.36
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets381.55M
CLBCX vs ETIMX Comparison Chart
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CLBCX vs. ETIMX commentary
May 31, 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: 241B vs. ETIMX (382M). ETIMX pays higher dividends than CLBCX: ETIMX (2.02) vs CLBCX (1.23). 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 (7.17) and CLBCX (6.87) have marching annual gain over last year. ETIMX return over 5 years is better than : 39.23 vs. CLBCX (33.59).
| 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 | 3.070 | 2.035 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 382M | 63,089% |
| Annual Yield % from dividends | 1.23 | 2.02 | 61% |
| Returns for 1 year | 6.87 | 7.17 | 96% |
| Returns for 3 years | 19.54 | 18.67 | 105% |
| Returns for 5 years | 33.59 | 39.23 | 86% |
| Returns for 10 years | 55.56 | N/A | - |