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CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$49.77
Change-$0.58 (-1.15%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
CBAIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. CBAIX (1.48B). FBAFX pays higher dividends than CBAIX: FBAFX (1.94) vs CBAIX (1.43). 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 : 9.01 vs. CBAIX (5.54). FBAFX return over 5 years is better than : 43.18 vs. CBAIX (36.45).
| 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 | 10.499 | 15.061 | 70% |
| 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 | 269B | 1% |
| Annual Yield % from dividends | 1.43 | 1.94 | 74% |
| Returns for 1 year | 5.54 | 9.01 | 62% |
| Returns for 3 years | 46.29 | 44.43 | 104% |
| Returns for 5 years | 36.45 | 43.18 | 84% |
| Returns for 10 years | 75.37 | N/A | - |
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