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CLBFX vs ETIMX
CLBFX vs ETIMX Comparison
Open Charts CLBFX vs ETIMX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Eventide Balanced Fund
Price$14.69
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets380.79M
CLBFX vs ETIMX Comparison Chart in %
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CLBFX vs. ETIMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. ETIMX (381M). ETIMX pays higher dividends than CLBFX: ETIMX (2.07) vs CLBFX (1.86). 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 : 9.14 vs. ETIMX (1.24). CLBFX return over 5 years is better than : 41.70 vs. ETIMX (25.88).
| 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 | 14.206 | 5.260 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 381M | 69,029% |
| Annual Yield % from dividends | 1.86 | 2.07 | 90% |
| Returns for 1 year | 9.14 | 1.24 | 735% |
| Returns for 3 years | 42.41 | 27.06 | 157% |
| Returns for 5 years | 41.70 | 25.88 | 161% |
| Returns for 10 years | 86.89 | 87.42 | 99% |
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