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CSGCX vs FBAFX
CSGCX vs FBAFX Comparison
Open Charts CSGCX vs FBAFX
Calvert Balanced C
Price$44.29
Change+$0.23 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CSGCX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. CSGCX (1.42B). FBAFX pays higher dividends than CSGCX: FBAFX (2.06) vs CSGCX (0.66). 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 : 8.12 vs. CSGCX (5.35).
| 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 | 4.474 | 8.217 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 0.66 | 2.06 | 32% |
| Returns for 1 year | 5.35 | 8.12 | 66% |
| Returns for 3 years | 34.26 | 37.19 | 92% |
| Returns for 5 years | 34.88 | N/A | - |
| Returns for 10 years | 43.14 | N/A | - |
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