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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$48.19
Change+$0.19 (+0.40%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Jul 28, 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: 254B vs. CBAIX (1.42B). CBAIX pays higher dividends than RAMHX: CBAIX (1.51) vs RAMHX (1.43). 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). CBAIX (10.19) and RAMHX (9.75) have marching annual gain over last year. CBAIX return over 5 years is better than : 41.39 vs. RAMHX (36.97).
| 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 | 6.571 | 8.742 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 1.51 | 1.43 | 105% |
| Returns for 1 year | 10.19 | 9.75 | 105% |
| Returns for 3 years | 39.55 | 33.15 | 119% |
| Returns for 5 years | 41.39 | 36.97 | 112% |
| Returns for 10 years | 63.85 | 60.29 | 106% |
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