Interact to see
Advertisement
Advertisement
CSGCX vs FBAFX
CSGCX vs FBAFX Comparison
Open Charts CSGCX vs FBAFX
Calvert Balanced C
Price$42.93
Change-$0.40 (-0.92%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
CSGCX vs FBAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. CSGCX (1.38B). FBAFX pays higher dividends than CSGCX: FBAFX (2.14) vs CSGCX (0.67). CSGCX was incepted earlier than FBAFX: CSGCX (31 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 : 5.57 vs. CSGCX (3.02).
| CSGCX | FBAFX | CSGCX / FBAFX | |
| Total Expense Ratio | 1.66 | 0.34 | 488% |
| Annual Report Gross Expense Ratio | 1.66 | 0.34 | 488% |
| Fund Existence | 31 years | 5 years | - |
| Gain YTD | 1.075 | 4.578 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 244B | 1% |
| Annual Yield % from dividends | 0.67 | 2.14 | 31% |
| Returns for 1 year | 3.02 | 5.57 | 54% |
| Returns for 3 years | 33.69 | 34.68 | 97% |
| Returns for 5 years | 33.77 | N/A | - |
| Returns for 10 years | 36.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement