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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$48.97
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
CBAIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. CBAIX (1.48B). FBONX pays higher dividends than CBAIX: FBONX (2.19) vs CBAIX (1.52). 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 : 14.57 vs. CBAIX (10.18). FBONX return over 5 years is better than : 40.47 vs. CBAIX (32.35).
| 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 | 1.032 | 2.348 | 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 | 2.19 | 69% |
| Returns for 1 year | 10.18 | 14.57 | 70% |
| Returns for 3 years | 42.01 | 38.94 | 108% |
| Returns for 5 years | 32.35 | 40.47 | 80% |
| Returns for 10 years | 102.96 | N/A | - |
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