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CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$48.97
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-2
Price$38.37
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
CBAIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. CBAIX (1.48B). FBAFX pays higher dividends than CBAIX: FBAFX (2.16) vs CBAIX (1.52). CBAIX was incepted earlier than FBAFX: CBAIX (27 years) vs FBAFX (5 years). CBAIX (0.66) is less costly to investors than FBAFX (0.34). CBAIX is a more actively managed with annual turnover of: 153.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than CBAIX: FBAFX (250) vs CBAIX (1000000). FBAFX annual gain was more profitable for investors over the last year : 14.56 vs. CBAIX (10.18). FBAFX return over 5 years is better than : 40.24 vs. CBAIX (32.35).
| CBAIX | FBAFX | CBAIX / FBAFX | |
| Total Expense Ratio | 0.66 | 0.34 | 194% |
| Annual Report Gross Expense Ratio | 0.66 | 0.34 | 194% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 1.032 | 2.347 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 270B | 1% |
| Annual Yield % from dividends | 1.52 | 2.16 | 71% |
| Returns for 1 year | 10.18 | 14.56 | 70% |
| Returns for 3 years | 42.01 | 38.84 | 108% |
| Returns for 5 years | 32.35 | 40.24 | 80% |
| Returns for 10 years | 102.96 | N/A | - |
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