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CBAIX vs RLEFX
CBAIX vs RLEFX Comparison
Open Charts CBAIX vs RLEFX
Calvert Balanced I
Price$46.10
Change-$0.43 (-0.92%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
CBAIX vs RLEFX Comparison Chart
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CBAIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 247B vs. CBAIX (1.38B). RLEFX pays higher dividends than CBAIX: RLEFX (2.09) vs CBAIX (1.54). CBAIX was incepted earlier than RLEFX: CBAIX (26 years) vs RLEFX (10 years). CBAIX (0.66) is less costly to investors than RLEFX (0.39). CBAIX is a more actively managed with annual turnover of: 153.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than CBAIX: RLEFX (250) vs CBAIX (1000000). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. CBAIX (4.33). CBAIX return over 5 years is better than : 41.78 vs. RLEFX (39.46).
| CBAIX | RLEFX | CBAIX / RLEFX | |
| Total Expense Ratio | 0.66 | 0.39 | 169% |
| Annual Report Gross Expense Ratio | 0.66 | 0.39 | 169% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 1.538 | 4.524 | 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 | 2.09 | 74% |
| Returns for 1 year | 4.33 | 5.49 | 79% |
| Returns for 3 years | 38.22 | 33.28 | 115% |
| Returns for 5 years | 41.78 | 39.46 | 106% |
| Returns for 10 years | 54.45 | N/A | - |
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