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CBAIX vs RLEFX
CBAIX vs RLEFX Comparison
Open Charts CBAIX vs RLEFX
Calvert Balanced I
Price$49.99
Change-$0.54 (-1.07%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R5E
Price$39.71
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
CBAIX vs RLEFX Comparison Chart in %
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CBAIX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. CBAIX (1.5B). RLEFX pays higher dividends than CBAIX: RLEFX (1.86) vs CBAIX (1.41). CBAIX was incepted earlier than RLEFX: CBAIX (27 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 : 10.83 vs. CBAIX (5.61). RLEFX return over 5 years is better than : 41.91 vs. CBAIX (36.39).
| CBAIX | RLEFX | CBAIX / RLEFX | |
| Total Expense Ratio | 0.66 | 0.39 | 169% |
| Annual Report Gross Expense Ratio | 0.66 | 0.39 | 169% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 12.187 | 18.443 | 66% |
| 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 | 1.86 | 76% |
| Returns for 1 year | 5.61 | 10.83 | 52% |
| Returns for 3 years | 45.34 | 44.58 | 102% |
| Returns for 5 years | 36.39 | 41.91 | 87% |
| Returns for 10 years | 99.38 | 82.85 | 120% |
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