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CLBCX vs ETIMX
CLBCX vs ETIMX Comparison
Open Charts CLBCX vs ETIMX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Eventide Balanced Fund
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets380.79M
CLBCX vs ETIMX Comparison Chart in %
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CLBCX vs. ETIMX commentary
Nov 20, 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 Hold and ETIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. ETIMX (381M). ETIMX pays higher dividends than CLBCX: ETIMX (2.07) vs CLBCX (1.04). 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 : 8.18 vs. ETIMX (1.24). CLBCX return over 5 years is better than : 35.38 vs. ETIMX (25.88).
| 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 | 13.269 | 5.260 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 381M | 69,029% |
| Annual Yield % from dividends | 1.04 | 2.07 | 50% |
| Returns for 1 year | 8.18 | 1.24 | 657% |
| Returns for 3 years | 38.51 | 27.06 | 142% |
| Returns for 5 years | 35.38 | 25.88 | 137% |
| Returns for 10 years | 70.03 | 87.42 | 80% |
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