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CBARX vs FBONX
CBARX vs FBONX Comparison
Open Charts CBARX vs FBONX
Calvert Balanced R6
Price$47.45
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
CBARX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B 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 annual gain was more profitable for investors over the last year : 8.16 vs. CBARX (6.73).
| 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 | 5.035 | 8.208 | 61% |
| 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 | 252B | 1% |
| Annual Yield % from dividends | 1.55 | 2.10 | 74% |
| Returns for 1 year | 6.73 | 8.16 | 82% |
| Returns for 3 years | 39.00 | 37.33 | 104% |
| Returns for 5 years | 43.32 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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