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CSGCX vs FBAFX
CSGCX vs FBAFX Comparison
Open Charts CSGCX vs FBAFX
Calvert Balanced C
Price$45.53
Change-$0.16 (-0.35%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-2
Price$38.37
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
CSGCX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. CSGCX (1.48B). FBAFX pays higher dividends than CSGCX: FBAFX (2.16) vs CSGCX (0.67). CSGCX was incepted earlier than FBAFX: CSGCX (32 years) vs FBAFX (5 years). CSGCX (1.66) is less costly to investors than FBAFX (0.34). CSGCX is a more actively managed with annual turnover of: 153.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than CSGCX: FBAFX (250) vs CSGCX (1000). FBAFX annual gain was more profitable for investors over the last year : 14.56 vs. CSGCX (8.83). FBAFX return over 5 years is better than : 40.24 vs. CSGCX (24.72).
| CSGCX | FBAFX | CSGCX / FBAFX | |
| Total Expense Ratio | 1.66 | 0.34 | 488% |
| Annual Report Gross Expense Ratio | 1.66 | 0.34 | 488% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 0.998 | 2.347 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 270B | 1% |
| Annual Yield % from dividends | 0.67 | 2.16 | 31% |
| Returns for 1 year | 8.83 | 14.56 | 61% |
| Returns for 3 years | 37.14 | 38.84 | 96% |
| Returns for 5 years | 24.72 | 40.24 | 61% |
| Returns for 10 years | 80.18 | N/A | - |
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