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CBAIX vs CLBCX
CBAIX vs CLBCX Comparison
Open Charts CBAIX vs CLBCX
Calvert Balanced I
Price$49.39
Change+$0.34 (+0.69%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced 529C
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
CBAIX vs CLBCX Comparison Chart in %
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CBAIX vs. CLBCX commentary
Oct 21, 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 CBAIX is a Hold and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CBAIX (1.46B). CBAIX pays higher dividends than CLBCX: CBAIX (1.45) vs CLBCX (1.06). CBAIX was incepted earlier than CLBCX: CBAIX (27 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBAIX (0.66). CBAIX is a more actively managed with annual turnover of: 153.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than CBAIX: CLBCX (250) vs CBAIX (1000000). CLBCX annual gain was more profitable for investors over the last year : 7.87 vs. CBAIX (5.91). CBAIX (39.06) and CLBCX (38.56) have equivalent 5 years return.
| CBAIX | CLBCX | CBAIX / CLBCX | |
| Total Expense Ratio | 0.66 | 1.35 | 49% |
| Annual Report Gross Expense Ratio | 0.66 | 1.35 | 49% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 9.656 | 13.912 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.45 | 1.06 | 137% |
| Returns for 1 year | 5.91 | 7.87 | 75% |
| Returns for 3 years | 50.81 | 47.86 | 106% |
| Returns for 5 years | 39.06 | 38.56 | 101% |
| Returns for 10 years | 70.96 | 74.34 | 95% |
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