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CBAIX vs RLBFX
CBAIX vs RLBFX Comparison
Open Charts CBAIX vs RLBFX
Calvert Balanced I
Price$46.10
Change-$0.43 (-0.92%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
CBAIX vs RLBFX Comparison Chart
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CBAIX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 247B vs. CBAIX (1.38B). RLBFX pays higher dividends than CBAIX: RLBFX (2.18) vs CBAIX (1.54). CBAIX was incepted earlier than RLBFX: CBAIX (26 years) vs RLBFX (23 years). CBAIX (0.66) is less costly to investors than RLBFX (0.29). CBAIX is a more actively managed with annual turnover of: 153.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CBAIX: RLBFX (250) vs CBAIX (1000000). RLBFX annual gain was more profitable for investors over the last year : 5.61 vs. CBAIX (4.33). CBAIX (41.78) and RLBFX (40.09) have equivalent 5 years return.
| CBAIX | RLBFX | CBAIX / RLBFX | |
| Total Expense Ratio | 0.66 | 0.29 | 228% |
| Annual Report Gross Expense Ratio | 0.66 | 0.29 | 228% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 1.538 | 4.560 | 34% |
| 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 | 2.18 | 71% |
| Returns for 1 year | 4.33 | 5.61 | 77% |
| Returns for 3 years | 38.22 | 33.66 | 114% |
| Returns for 5 years | 41.78 | 40.09 | 104% |
| Returns for 10 years | 54.45 | 60.51 | 90% |
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