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CSIFX vs FBAFX
CSIFX vs FBAFX Comparison
Open Charts CSIFX vs FBAFX
Calvert Balanced A
Price$47.66
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-2
Price$38.37
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
CSIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. CSIFX (1.48B). FBAFX pays higher dividends than CSIFX: FBAFX (2.16) vs CSIFX (1.34). 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 : 14.56 vs. CSIFX (9.82). FBAFX return over 5 years is better than : 40.24 vs. CSIFX (30.32).
| 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 | 1.039 | 2.347 | 44% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 270B | 1% |
| Annual Yield % from dividends | 1.34 | 2.16 | 62% |
| Returns for 1 year | 9.82 | 14.56 | 67% |
| Returns for 3 years | 40.72 | 38.84 | 105% |
| Returns for 5 years | 30.32 | 40.24 | 75% |
| Returns for 10 years | 96.42 | N/A | - |
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