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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Eventide Balanced Fund
Price$14.49
Change-$0.15 (-1.02%)
VolumeN/A
Net Assets391.07M
CLBFX vs ETIMX Comparison Chart
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CLBFX vs. ETIMX commentary
Feb 23, 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: 242B vs. ETIMX (391M). 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 : 9.90 vs. CLBFX (9.36). ETIMX (33.14) and CLBFX (32.87) have equivalent 5 years return.
| 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 | 2.894 | 2.278 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 391M | 61,893% |
| Annual Yield % from dividends | 2.39 | 1.59 | 151% |
| Returns for 1 year | 9.36 | 9.90 | 95% |
| Returns for 3 years | 19.64 | 15.74 | 125% |
| Returns for 5 years | 32.87 | 33.14 | 99% |
| Returns for 10 years | 68.67 | N/A | - |
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