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CSGCX vs FBAFX
CSGCX vs FBAFX Comparison
Open Charts CSGCX vs FBAFX
Calvert Balanced C
Price$46.95
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
CSGCX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. CSGCX (1.5B). FBAFX pays higher dividends than CSGCX: FBAFX (1.90) vs CSGCX (0.60). 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 : 10.04 vs. CSGCX (4.52). FBAFX return over 5 years is better than : 42.47 vs. CSGCX (28.09).
| 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 | 10.938 | 17.387 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 269B | 1% |
| Annual Yield % from dividends | 0.60 | 1.90 | 32% |
| Returns for 1 year | 4.52 | 10.04 | 45% |
| Returns for 3 years | 38.75 | 42.67 | 91% |
| Returns for 5 years | 28.09 | 42.47 | 66% |
| Returns for 10 years | 55.45 | N/A | - |
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