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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Eventide Balanced Fund
Price$15.09
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets393.44M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Oct 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. ETIMX (393M). ETIMX pays higher dividends than CLBFX: ETIMX (2.03) vs CLBFX (1.89). 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). ETIMX is a more actively managed with annual turnover of: 55.00 vs. CLBFX (44.00). 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 : 11.14 vs. ETIMX (5.40). CLBFX return over 5 years is better than : 47.42 vs. ETIMX (32.50).
| 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 | 16.037 | 8.071 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 393M | 68,193% |
| Annual Yield % from dividends | 1.89 | 2.03 | 93% |
| Returns for 1 year | 11.14 | 5.40 | 206% |
| Returns for 3 years | 50.34 | 36.22 | 139% |
| Returns for 5 years | 47.42 | 32.50 | 146% |
| Returns for 10 years | 90.96 | 93.25 | 98% |
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