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CBARX vs FBAFX
CBARX vs FBAFX Comparison
Open Charts CBARX vs FBAFX
Calvert Balanced R6
Price$48.16
Change+$0.19 (+0.40%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
CBARX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. CBARX (1.42B). FBAFX pays higher dividends than CBARX: FBAFX (2.06) vs CBARX (1.55). CBARX was incepted earlier than FBAFX: CBARX (6 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 (10.54) and CBARX (10.25) have marching annual gain over last year.
| CBARX | FBAFX | CBARX / FBAFX | |
| Total Expense Ratio | 0.61 | 0.34 | 179% |
| Annual Report Gross Expense Ratio | 0.61 | 0.34 | 179% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 6.607 | 9.185 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 1.55 | 2.06 | 75% |
| Returns for 1 year | 10.25 | 10.54 | 97% |
| Returns for 3 years | 39.81 | 36.84 | 108% |
| Returns for 5 years | 41.76 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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