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CSGCX vs FBAFX
CSGCX vs FBAFX Comparison
Open Charts CSGCX vs FBAFX
Calvert Balanced C
Price$46.36
Change-$0.54 (-1.15%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
CSGCX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. CSGCX (1.48B). FBAFX pays higher dividends than CSGCX: FBAFX (1.94) vs CSGCX (0.61). 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 : 9.01 vs. CSGCX (4.22). FBAFX return over 5 years is better than : 43.18 vs. CSGCX (28.75).
| 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 | 9.544 | 15.061 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 269B | 1% |
| Annual Yield % from dividends | 0.61 | 1.94 | 32% |
| Returns for 1 year | 4.22 | 9.01 | 47% |
| Returns for 3 years | 41.54 | 44.43 | 93% |
| Returns for 5 years | 28.75 | 43.18 | 67% |
| Returns for 10 years | 55.32 | N/A | - |
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