Interact to see
Advertisement
Advertisement
CBARX vs FBONX
CBARX vs FBONX Comparison
Open Charts CBARX vs FBONX
Calvert Balanced R6
Price$48.29
Change-$1.07 (-2.17%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
CBARX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. CBARX (1.46B). FBONX pays higher dividends than CBARX: FBONX (2.14) vs CBARX (1.57). CBARX was incepted earlier than FBONX: CBARX (7 years) vs FBONX (5 years). CBARX (0.61) is less costly to investors than FBONX (0.30). CBARX is a more actively managed with annual turnover of: 153.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than CBARX: FBONX (250) vs CBARX (5000000). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. CBARX (6.06). FBONX return over 5 years is better than : 39.41 vs. CBARX (28.25).
| CBARX | FBONX | CBARX / FBONX | |
| Total Expense Ratio | 0.61 | 0.30 | 203% |
| Annual Report Gross Expense Ratio | 0.61 | 0.30 | 203% |
| 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 | 2.14 | 74% |
| Returns for 1 year | 6.06 | 11.66 | 52% |
| Returns for 3 years | 38.20 | 37.96 | 101% |
| Returns for 5 years | 28.25 | 39.41 | 72% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement