Interact to see
Advertisement
Advertisement
CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$38.52
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
Eventide Balanced Fund
Price$14.99
Change-$0.09 (-0.60%)
VolumeN/A
Net Assets388.86M
CLBCX vs ETIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. ETIMX commentary
Sep 14, 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: 262B vs. ETIMX (389M). ETIMX pays higher dividends than CLBCX: ETIMX (2.03) vs CLBCX (1.11). 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). 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 : 9.48 vs. ETIMX (7.06). CLBCX (39.67) and ETIMX (39.06) 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 | 24 years | 10 years | - |
| Gain YTD | 12.509 | 7.799 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 389M | 67,352% |
| Annual Yield % from dividends | 1.11 | 2.03 | 55% |
| Returns for 1 year | 9.48 | 7.06 | 134% |
| Returns for 3 years | 39.75 | 28.42 | 140% |
| Returns for 5 years | 39.67 | 39.06 | 102% |
| Returns for 10 years | 77.37 | 95.01 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement