Interact to see
Advertisement
Advertisement
CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$35.27
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets240.86B
Eventide Balanced Fund
Price$14.36
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets381.55M
CLBFX vs ETIMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. ETIMX commentary
May 31, 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: 241B vs. ETIMX (382M). CLBFX pays higher dividends than ETIMX: CLBFX (2.15) vs ETIMX (2.02). 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). CLBFX annual gain was more profitable for investors over the last year : 7.82 vs. ETIMX (7.17). CLBFX (39.87) and ETIMX (39.23) have equivalent 5 years return.
| 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 | 3.458 | 2.035 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 382M | 63,089% |
| Annual Yield % from dividends | 2.15 | 2.02 | 106% |
| Returns for 1 year | 7.82 | 7.17 | 109% |
| Returns for 3 years | 22.84 | 18.67 | 122% |
| Returns for 5 years | 39.87 | 39.23 | 102% |
| Returns for 10 years | 71.09 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement