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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$49.77
Change-$0.58 (-1.15%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R2E
Price$38.83
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Nov 14, 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 Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. CBAIX (1.48B). CBAIX pays higher dividends than RAMHX: CBAIX (1.43) vs RAMHX (1.33). 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 : 9.44 vs. CBAIX (6.68). RAMHX (38.60) and CBAIX (38.04) 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 | 11.787 | 15.785 | 75% |
| 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 | 1.33 | 107% |
| Returns for 1 year | 6.68 | 9.44 | 71% |
| Returns for 3 years | 47.14 | 41.72 | 113% |
| Returns for 5 years | 38.04 | 38.60 | 99% |
| Returns for 10 years | 78.92 | 72.75 | 108% |
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