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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$49.77
Change-$0.58 (-1.15%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
CBAIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. CBAIX (1.48B). FBONX pays higher dividends than CBAIX: FBONX (1.97) vs CBAIX (1.43). 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 : 10.27 vs. CBAIX (6.68). FBONX return over 5 years is better than : 45.24 vs. CBAIX (38.04).
| 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 | 11.787 | 16.506 | 71% |
| 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 | 1.97 | 72% |
| Returns for 1 year | 6.68 | 10.27 | 65% |
| Returns for 3 years | 47.14 | 45.55 | 103% |
| Returns for 5 years | 38.04 | 45.24 | 84% |
| Returns for 10 years | 78.92 | N/A | - |
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