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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$38.83
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
Eventide Balanced Fund
Price$15.12
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets394.02M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Oct 05, 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: 266B vs. ETIMX (394M). ETIMX pays higher dividends than CLBFX: ETIMX (2.03) vs CLBFX (1.60). 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 : 9.65 vs. ETIMX (5.54). CLBFX return over 5 years is better than : 47.63 vs. ETIMX (35.61).
| 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 | 14.291 | 8.214 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 394M | 67,513% |
| Annual Yield % from dividends | 1.60 | 2.03 | 79% |
| Returns for 1 year | 9.65 | 5.54 | 174% |
| Returns for 3 years | 48.19 | 33.22 | 145% |
| Returns for 5 years | 47.63 | 35.61 | 134% |
| Returns for 10 years | 94.49 | 94.31 | 100% |
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