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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Eventide Balanced Fund
Price$13.76
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets368.64M
CLBFX vs ETIMX Comparison Chart
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CLBFX vs. ETIMX commentary
Apr 18, 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: 225B vs. ETIMX (369M). CLBFX pays higher dividends than ETIMX: CLBFX (2.14) vs ETIMX (1.98). CLBFX was incepted earlier than ETIMX: CLBFX (23 years) vs ETIMX (10 years). ETIMX (0.89) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ETIMX (43.00). 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 : 4.81 vs. CLBFX (2.73). ETIMX return over 5 years is better than : 38.51 vs. CLBFX (34.54).
| CLBFX | ETIMX | CLBFX / ETIMX | |
| Total Expense Ratio | 0.68 | 0.82 | 83% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | -3.641 | -2.879 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 369M | 60,976% |
| Annual Yield % from dividends | 2.14 | 1.98 | 108% |
| Returns for 1 year | 2.73 | 4.81 | 57% |
| Returns for 3 years | 11.65 | 10.73 | 109% |
| Returns for 5 years | 34.54 | 38.51 | 90% |
| Returns for 10 years | 59.09 | N/A | - |
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