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CBARX vs FBONX
CBARX vs FBONX Comparison
Open Charts CBARX vs FBONX
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.
| CBARX | FBONX | CBARX / FBONX | |
| Total Expense Ratio | 0.61 | 0.30 | 203% |
| Annual Report Gross Expense Ratio | 0.61 | 0.30 | 203% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 6.607 | 9.205 | 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 | 2.10 | 74% |
| Returns for 1 year | 10.25 | 10.59 | 97% |
| Returns for 3 years | 39.81 | 36.98 | 108% |
| Returns for 5 years | 41.76 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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