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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$38.48
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
Eventide Balanced Fund
Price$14.99
Change-$0.09 (-0.60%)
VolumeN/A
Net Assets388.86M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Sep 14, 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: 262B vs. ETIMX (389M). ETIMX (2.03) and CLBFX (1.94) have matching dividends . 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 : 10.50 vs. ETIMX (7.06). CLBFX return over 5 years is better than : 46.27 vs. ETIMX (39.06).
| 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 | 13.261 | 7.799 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 389M | 67,352% |
| Annual Yield % from dividends | 1.94 | 2.03 | 96% |
| Returns for 1 year | 10.50 | 7.06 | 149% |
| Returns for 3 years | 43.66 | 28.42 | 154% |
| Returns for 5 years | 46.27 | 39.06 | 118% |
| Returns for 10 years | 95.06 | 95.01 | 100% |
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