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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$46.10
Change-$0.43 (-0.92%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets246.53B
CBAIX vs RAMHX Comparison Chart
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CBAIX vs. RAMHX commentary
Jun 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 Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 247B vs. CBAIX (1.38B). CBAIX (1.54) and RAMHX (1.49) have matching dividends . CBAIX was incepted earlier than RAMHX: CBAIX (26 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 : 4.81 vs. CBAIX (4.33). CBAIX return over 5 years is better than : 41.78 vs. RAMHX (35.68).
| CBAIX | RAMHX | CBAIX / RAMHX | |
| Total Expense Ratio | 0.66 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.66 | 1.04 | 63% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 1.538 | 4.244 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 247B | 1% |
| Annual Yield % from dividends | 1.54 | 1.49 | 103% |
| Returns for 1 year | 4.33 | 4.81 | 90% |
| Returns for 3 years | 38.22 | 31.04 | 123% |
| Returns for 5 years | 41.78 | 35.68 | 117% |
| Returns for 10 years | 54.45 | 53.22 | 102% |
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