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CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$49.99
Change-$0.54 (-1.07%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced 529-F-2
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
CBAIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. CBAIX (1.5B). FBAFX pays higher dividends than CBAIX: FBAFX (1.90) vs CBAIX (1.41). 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 : 10.88 vs. CBAIX (5.61). FBAFX return over 5 years is better than : 44.39 vs. CBAIX (36.39).
| 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 | 12.187 | 18.506 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 269B | 1% |
| Annual Yield % from dividends | 1.41 | 1.90 | 74% |
| Returns for 1 year | 5.61 | 10.88 | 52% |
| Returns for 3 years | 45.34 | 45.63 | 99% |
| Returns for 5 years | 36.39 | 44.39 | 82% |
| Returns for 10 years | 99.38 | N/A | - |
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