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CBARX vs FBONX
CBARX vs FBONX Comparison
Open Charts CBARX vs FBONX
Calvert Balanced R6
Price$49.73
Change-$0.59 (-1.17%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
CBARX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. CBARX (1.48B). FBONX pays higher dividends than CBARX: FBONX (1.97) vs CBARX (1.47). 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 : 9.08 vs. CBARX (5.57). FBONX return over 5 years is better than : 43.48 vs. CBARX (36.77).
| 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 | 10.531 | 15.092 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 269B | 1% |
| Annual Yield % from dividends | 1.47 | 1.97 | 75% |
| Returns for 1 year | 5.57 | 9.08 | 61% |
| Returns for 3 years | 46.50 | 44.58 | 104% |
| Returns for 5 years | 36.77 | 43.48 | 85% |
| Returns for 10 years | N/A | N/A | - |
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