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CBARX vs RAMHX
CBARX vs RAMHX Comparison
Open Charts CBARX vs RAMHX
Calvert Balanced R6
Price$48.40
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R2E
Price$37.23
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
CBARX vs RAMHX Comparison Chart in %
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CBARX vs. RAMHX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 256B vs. CBARX (1.43B). CBARX pays higher dividends than RAMHX: CBARX (1.53) vs RAMHX (1.42). CBARX was incepted earlier than RAMHX: CBARX (7 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than CBARX: RAMHX (250) vs CBARX (5000000). RAMHX (7.48) and CBARX (7.41) have marching annual gain over last year. CBARX return over 5 years is better than : 38.42 vs. RAMHX (35.43).
| CBARX | RAMHX | CBARX / RAMHX | |
| Total Expense Ratio | 0.61 | 1.04 | 59% |
| Annual Report Gross Expense Ratio | 0.61 | 1.04 | 59% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 7.138 | 9.447 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 256B | 1% |
| Annual Yield % from dividends | 1.53 | 1.42 | 108% |
| Returns for 1 year | 7.41 | 7.48 | 99% |
| Returns for 3 years | 32.62 | 28.00 | 116% |
| Returns for 5 years | 38.42 | 35.43 | 108% |
| Returns for 10 years | N/A | 61.39 | - |
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