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CSIFX vs FBAFX
CSIFX vs FBAFX Comparison
Open Charts CSIFX vs FBAFX
Calvert Balanced A
Price$47.70
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced 529-F-2
Price$38.51
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CSIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 262B vs. CSIFX (1.44B). FBAFX pays higher dividends than CSIFX: FBAFX (2.01) vs CSIFX (1.29). CSIFX was incepted earlier than FBAFX: CSIFX (43 years) vs FBAFX (5 years). CSIFX (0.90) is less costly to investors than FBAFX (0.34). CSIFX is a more actively managed with annual turnover of: 153.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than CSIFX: FBAFX (250) vs CSIFX (1000). FBAFX annual gain was more profitable for investors over the last year : 8.39 vs. CSIFX (5.72).
| CSIFX | FBAFX | CSIFX / FBAFX | |
| Total Expense Ratio | 0.90 | 0.34 | 265% |
| Annual Report Gross Expense Ratio | 0.90 | 0.34 | 265% |
| Fund Existence | 43 years | 5 years | - |
| Gain YTD | 8.510 | 13.383 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 262B | 1% |
| Annual Yield % from dividends | 1.29 | 2.01 | 64% |
| Returns for 1 year | 5.72 | 8.39 | 68% |
| Returns for 3 years | 49.10 | 53.29 | 92% |
| Returns for 5 years | 39.71 | N/A | - |
| Returns for 10 years | 73.18 | N/A | - |
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