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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$39.35
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
Calvert Balanced I
Price$49.99
Change-$0.54 (-1.07%)
VolumeN/A
Net Assets1.5B
BALCX vs CBAIX Comparison Chart in %
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BALCX vs. CBAIX commentary
Dec 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 BALCX is a StrongBuy and CBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. CBAIX (1.5B). CBAIX pays higher dividends than BALCX: CBAIX (1.41) vs BALCX (1.08). 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 : 9.79 vs. CBAIX (5.61). BALCX (36.51) and CBAIX (36.39) 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 | 17.432 | 12.187 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.5B | 17,957% |
| Annual Yield % from dividends | 1.08 | 1.41 | 77% |
| Returns for 1 year | 9.79 | 5.61 | 174% |
| Returns for 3 years | 40.91 | 45.34 | 90% |
| Returns for 5 years | 36.51 | 36.39 | 100% |
| Returns for 10 years | 72.83 | 99.38 | 73% |
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