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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$36.71
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets252.98B
Eventide Balanced Fund
Price$14.69
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets384.05M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Aug 02, 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: 253B vs. ETIMX (384M). ETIMX pays higher dividends than CLBCX: ETIMX (2.03) vs CLBCX (1.12). 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). CLBCX annual gain was more profitable for investors over the last year : 6.67 vs. ETIMX (5.46). CLBCX (33.89) and ETIMX (33.66) have equivalent 5 years return.
| 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 | 7.222 | 4.618 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 384M | 65,885% |
| Annual Yield % from dividends | 1.12 | 2.03 | 55% |
| Returns for 1 year | 6.67 | 5.46 | 122% |
| Returns for 3 years | 28.90 | 21.87 | 132% |
| Returns for 5 years | 33.89 | 33.66 | 101% |
| Returns for 10 years | 62.04 | 83.17 | 75% |
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