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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$48.96
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R2E
Price$38.30
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Sep 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBAIX is a Buy and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. CBAIX (1.44B). CBAIX (1.47) and RAMHX (1.40) have matching dividends . CBAIX was incepted earlier than RAMHX: CBAIX (27 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CBAIX (0.66). CBAIX is a more actively managed with annual turnover of: 153.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than CBAIX: RAMHX (250) vs CBAIX (1000000). RAMHX annual gain was more profitable for investors over the last year : 7.60 vs. CBAIX (6.06). CBAIX (41.84) and RAMHX (41.73) have equivalent 5 years return.
| CBAIX | RAMHX | CBAIX / RAMHX | |
| Total Expense Ratio | 0.66 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.66 | 1.04 | 63% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 8.701 | 12.782 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 1.47 | 1.40 | 105% |
| Returns for 1 year | 6.06 | 7.60 | 80% |
| Returns for 3 years | 50.33 | 49.40 | 102% |
| Returns for 5 years | 41.84 | 41.73 | 100% |
| Returns for 10 years | 79.23 | 77.38 | 102% |
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