CBARX
Price
$48.16
Change
+$0.19 (+0.40%)
Updated
Jul 25 closing price
Net Assets
1.42B
FBONX
Price
$37.21
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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CBARX vs FBONX

Header iconCBARX vs FBONX Comparison
Open Charts CBARX vs FBONXBanner chart's image
Calvert Balanced R6
Price$48.16
Change+$0.19 (+0.40%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
CBARX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. CBARX (1.42B). FBONX pays higher dividends than CBARX: FBONX (2.10) vs CBARX (1.55). CBARX was incepted earlier than FBONX: CBARX (6 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 (10.59) and CBARX (10.25) have marching annual gain over last year.
CBARXFBONXCBARX / FBONX
Total Expense Ratio0.610.30203%
Annual Report Gross Expense Ratio0.610.30203%
Fund Existence6 years5 years-
Gain YTD6.6079.20572%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.42B254B1%
Annual Yield % from dividends1.552.1074%
Returns for 1 year10.2510.5997%
Returns for 3 years39.8136.98108%
Returns for 5 years41.76N/A-
Returns for 10 yearsN/AN/A-
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