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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Calvert Balanced I
Price$48.97
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets1.48B
BALCX vs CBAIX Comparison Chart in %
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BALCX vs. CBAIX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. CBAIX (1.48B). CBAIX pays higher dividends than BALCX: CBAIX (1.52) vs BALCX (1.28). 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 : 13.38 vs. CBAIX (10.18). BALCX (32.47) and CBAIX (32.35) 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 | 2.315 | 1.032 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.48B | 18,280% |
| Annual Yield % from dividends | 1.28 | 1.52 | 84% |
| Returns for 1 year | 13.38 | 10.18 | 131% |
| Returns for 3 years | 34.71 | 42.01 | 83% |
| Returns for 5 years | 32.47 | 32.35 | 100% |
| Returns for 10 years | 80.41 | 102.96 | 78% |
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