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CSGCX vs FBAFX
CSGCX vs FBAFX Comparison
Open Charts CSGCX vs FBAFX
Calvert Balanced C
Price$45.54
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529-F-2
Price$38.02
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CSGCX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. CSGCX (1.43B). FBAFX pays higher dividends than CSGCX: FBAFX (2.01) vs CSGCX (0.64). 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 : 10.23 vs. CSGCX (7.29).
| 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 | 7.423 | 11.562 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 259B | 1% |
| Annual Yield % from dividends | 0.64 | 2.01 | 32% |
| Returns for 1 year | 7.29 | 10.23 | 71% |
| Returns for 3 years | 37.77 | 42.07 | 90% |
| Returns for 5 years | 30.49 | N/A | - |
| Returns for 10 years | 53.36 | N/A | - |
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