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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$35.50
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets244.2B
Eventide Balanced Fund
Price$14.42
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets380.04M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Jun 22, 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 CLBFX is a Hold and ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. ETIMX (380M). CLBFX (2.07) and ETIMX (2.00) have matching dividends . CLBFX was incepted earlier than ETIMX: CLBFX (23 years) vs ETIMX (10 years). ETIMX (0.89) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETIMX (43.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than ETIMX: CLBFX (250) vs ETIMX (100000). ETIMX annual gain was more profitable for investors over the last year : 6.07 vs. CLBFX (4.68). CLBFX return over 5 years is better than : 40.43 vs. ETIMX (38.19).
| CLBFX | ETIMX | CLBFX / ETIMX | |
| Total Expense Ratio | 0.67 | 0.82 | 82% |
| Annual Report Gross Expense Ratio | 0.67 | 0.89 | 75% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.490 | 2.533 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 380M | 64,211% |
| Annual Yield % from dividends | 2.07 | 2.00 | 104% |
| Returns for 1 year | 4.68 | 6.07 | 77% |
| Returns for 3 years | 33.97 | 27.64 | 123% |
| Returns for 5 years | 40.43 | 38.19 | 106% |
| Returns for 10 years | 72.25 | N/A | - |
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