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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$50.53
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced 529-F-3
Price$40.25
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
CBAIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. CBAIX (1.5B). FBONX pays higher dividends than CBAIX: FBONX (1.93) vs CBAIX (1.41). CBAIX was incepted earlier than FBONX: CBAIX (27 years) vs FBONX (5 years). CBAIX (0.66) is less costly to investors than FBONX (0.30). CBAIX is a more actively managed with annual turnover of: 153.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than CBAIX: FBONX (250) vs CBAIX (1000000). FBONX annual gain was more profitable for investors over the last year : 10.92 vs. CBAIX (5.61). FBONX return over 5 years is better than : 44.69 vs. CBAIX (36.39).
| CBAIX | FBONX | CBAIX / FBONX | |
| Total Expense Ratio | 0.66 | 0.30 | 220% |
| Annual Report Gross Expense Ratio | 0.66 | 0.30 | 220% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 12.187 | 18.538 | 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 | 1.93 | 73% |
| Returns for 1 year | 5.61 | 10.92 | 51% |
| Returns for 3 years | 45.34 | 45.83 | 99% |
| Returns for 5 years | 36.39 | 44.69 | 81% |
| Returns for 10 years | 99.38 | N/A | - |
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