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CBAIX vs RLBFX
CBAIX vs RLBFX Comparison
Open Charts CBAIX vs RLBFX
Calvert Balanced I
Price$48.96
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R5
Price$38.57
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CBAIX vs RLBFX Comparison Chart in %
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CBAIX vs. RLBFX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. CBAIX (1.44B). RLBFX pays higher dividends than CBAIX: RLBFX (2.05) vs CBAIX (1.47). CBAIX was incepted earlier than RLBFX: CBAIX (27 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 : 8.42 vs. CBAIX (6.06). RLBFX return over 5 years is better than : 46.33 vs. CBAIX (41.84).
| CBAIX | RLBFX | CBAIX / RLBFX | |
| Total Expense Ratio | 0.66 | 0.29 | 228% |
| Annual Report Gross Expense Ratio | 0.66 | 0.29 | 228% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 8.701 | 13.390 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 1.47 | 2.05 | 72% |
| Returns for 1 year | 6.06 | 8.42 | 72% |
| Returns for 3 years | 50.33 | 52.65 | 96% |
| Returns for 5 years | 41.84 | 46.33 | 90% |
| Returns for 10 years | 79.23 | 86.14 | 92% |
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