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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Calvert Balanced I
Price$48.96
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
BALCX vs CBAIX Comparison Chart in %
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BALCX vs. CBAIX commentary
Sep 29, 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 BALCX is a Hold and CBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. CBAIX (1.44B). CBAIX pays higher dividends than BALCX: CBAIX (1.47) vs BALCX (1.16). BALCX was incepted earlier than CBAIX: BALCX (25 years) vs CBAIX (27 years). BALCX (1.31) is less costly to investors than CBAIX (0.66). CBAIX is a more actively managed with annual turnover of: 153.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBAIX: BALCX (250) vs CBAIX (1000000). BALCX annual gain was more profitable for investors over the last year : 7.28 vs. CBAIX (6.06). CBAIX (41.84) and BALCX (40.11) have equivalent 5 years return.
| BALCX | CBAIX | BALCX / CBAIX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 1.31 | 0.66 | 198% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 12.568 | 8.701 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.44B | 18,289% |
| Annual Yield % from dividends | 1.16 | 1.47 | 79% |
| Returns for 1 year | 7.28 | 6.06 | 120% |
| Returns for 3 years | 48.24 | 50.33 | 96% |
| Returns for 5 years | 40.11 | 41.84 | 96% |
| Returns for 10 years | 74.67 | 79.23 | 94% |