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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Eventide Balanced Fund
Price$14.67
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets393.3M
CLBFX vs ETIMX Comparison Chart
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CLBFX vs. ETIMX commentary
Jan 19, 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 Buy and ETIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. ETIMX (393M). CLBFX pays higher dividends than ETIMX: CLBFX (2.39) vs ETIMX (1.59). CLBFX was incepted earlier than ETIMX: CLBFX (22 years) vs ETIMX (10 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (48.00). 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 : 14.99 vs. CLBFX (12.43). ETIMX return over 5 years is better than : 38.67 vs. CLBFX (32.62).
| CLBFX | ETIMX | CLBFX / ETIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 1.958 | 3.383 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 393M | 61,069% |
| Annual Yield % from dividends | 2.39 | 1.59 | 151% |
| Returns for 1 year | 12.43 | 14.99 | 83% |
| Returns for 3 years | 14.37 | 12.05 | 119% |
| Returns for 5 years | 32.62 | 38.67 | 84% |
| Returns for 10 years | 72.52 | N/A | - |