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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$49.99
Change-$0.54 (-1.07%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R2E
Price$39.48
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Dec 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. CBAIX (1.5B). CBAIX pays higher dividends than RAMHX: CBAIX (1.41) vs RAMHX (1.31). 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 : 10.10 vs. CBAIX (5.61). RAMHX (38.06) and CBAIX (36.39) 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 | 12.187 | 17.729 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 269B | 1% |
| Annual Yield % from dividends | 1.41 | 1.31 | 108% |
| Returns for 1 year | 5.61 | 10.10 | 56% |
| Returns for 3 years | 45.34 | 41.99 | 108% |
| Returns for 5 years | 36.39 | 38.06 | 96% |
| Returns for 10 years | 99.38 | 75.44 | 132% |
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