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CBARX vs FBAFX
CBARX vs FBAFX Comparison
Open Charts CBARX vs FBAFX
Calvert Balanced R6
Price$48.29
Change-$1.07 (-2.17%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
CBARX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. CBARX (1.46B). FBAFX pays higher dividends than CBARX: FBAFX (2.11) vs CBARX (1.57). CBARX was incepted earlier than FBAFX: CBARX (7 years) vs FBAFX (5 years). CBARX (0.61) is less costly to investors than FBAFX (0.34). CBARX is a more actively managed with annual turnover of: 153.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than CBARX: FBAFX (250) vs CBARX (5000000). FBAFX annual gain was more profitable for investors over the last year : 11.64 vs. CBARX (6.06). FBAFX return over 5 years is better than : 39.18 vs. CBARX (28.25).
| CBARX | FBAFX | CBARX / FBAFX | |
| Total Expense Ratio | 0.61 | 0.34 | 179% |
| Annual Report Gross Expense Ratio | 0.61 | 0.34 | 179% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | -0.289 | 2.481 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 270B | 1% |
| Annual Yield % from dividends | 1.57 | 2.11 | 75% |
| Returns for 1 year | 6.06 | 11.64 | 52% |
| Returns for 3 years | 38.20 | 37.86 | 101% |
| Returns for 5 years | 28.25 | 39.18 | 72% |
| Returns for 10 years | N/A | N/A | - |
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