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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$48.97
Change-$0.17 (-0.35%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R2E
Price$38.13
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 270B vs. CBAIX (1.48B). CBAIX (1.52) and RAMHX (1.52) 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 : 13.70 vs. CBAIX (10.18). RAMHX (34.01) and CBAIX (32.35) 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 | 1.032 | 2.307 | 45% |
| 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 | 270B | 1% |
| Annual Yield % from dividends | 1.52 | 1.52 | 100% |
| Returns for 1 year | 10.18 | 13.70 | 74% |
| Returns for 3 years | 42.01 | 35.85 | 117% |
| Returns for 5 years | 32.35 | 34.01 | 95% |
| Returns for 10 years | 102.96 | 83.52 | 123% |
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