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CBAIX vs RLBFX
CBAIX vs RLBFX Comparison
Open Charts CBAIX vs RLBFX
Calvert Balanced I
Price$48.19
Change+$0.19 (+0.40%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
CBAIX vs RLBFX Comparison Chart in %
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CBAIX vs. RLBFX commentary
Jul 28, 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: 254B vs. CBAIX (1.42B). RLBFX pays higher dividends than CBAIX: RLBFX (2.10) vs CBAIX (1.51). 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 (10.60) and CBAIX (10.19) have marching annual gain over last year. RLBFX (41.40) and CBAIX (41.39) 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 | 6.571 | 9.189 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 1.51 | 2.10 | 72% |
| Returns for 1 year | 10.19 | 10.60 | 96% |
| Returns for 3 years | 39.55 | 35.79 | 111% |
| Returns for 5 years | 41.39 | 41.40 | 100% |
| Returns for 10 years | 63.85 | 68.15 | 94% |
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