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CSIFX vs FBONX
CSIFX vs FBONX Comparison
Open Charts CSIFX vs FBONX
Calvert Balanced A
Price$46.27
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
CSIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. CSIFX (1.42B). FBONX pays higher dividends than CSIFX: FBONX (2.10) vs CSIFX (1.32). CSIFX was incepted earlier than FBONX: CSIFX (43 years) vs FBONX (5 years). CSIFX (0.90) is less costly to investors than FBONX (0.30). CSIFX is a more actively managed with annual turnover of: 153.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than CSIFX: FBONX (250) vs CSIFX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. CSIFX (6.33).
| CSIFX | FBONX | CSIFX / FBONX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 0.90 | 0.30 | 300% |
| Fund Existence | 43 years | 5 years | - |
| Gain YTD | 4.894 | 8.208 | 60% |
| Front Load | 5% | 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 | 1.32 | 2.10 | 63% |
| Returns for 1 year | 6.33 | 8.16 | 78% |
| Returns for 3 years | 37.64 | 37.33 | 101% |
| Returns for 5 years | 40.84 | N/A | - |
| Returns for 10 years | 56.28 | N/A | - |
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