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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$49.39
Change+$0.34 (+0.69%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R2E
Price$39.05
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Oct 21, 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: 266B vs. CBAIX (1.46B). CBAIX pays higher dividends than RAMHX: CBAIX (1.45) vs RAMHX (1.35). 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 : 8.20 vs. CBAIX (5.91). RAMHX (39.39) and CBAIX (39.06) 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 | 9.656 | 14.224 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.45 | 1.35 | 107% |
| Returns for 1 year | 5.91 | 8.20 | 72% |
| Returns for 3 years | 50.81 | 48.64 | 104% |
| Returns for 5 years | 39.06 | 39.39 | 99% |
| Returns for 10 years | 70.96 | 70.36 | 101% |
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