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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$34.09
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
Calvert Balanced I
Price$44.66
Change+$0.24 (+0.54%)
VolumeN/A
Net Assets1.4B
BALCX vs CBAIX Comparison Chart
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BALCX vs. CBAIX commentary
Apr 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and CBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 234B vs. CBAIX (1.4B). CBAIX pays higher dividends than BALCX: CBAIX (1.59) vs BALCX (1.28). BALCX was incepted earlier than CBAIX: BALCX (24 years) vs CBAIX (26 years). BALCX (1.32) is less costly to investors than CBAIX (0.66). BALCX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (153.00). BALCX has a lower initial minimum investment than CBAIX: BALCX (250) vs CBAIX (1000000). CBAIX annual gain was more profitable for investors over the last year : 4.84 vs. BALCX (2.70). CBAIX return over 5 years is better than : 55.43 vs. BALCX (44.04).
| BALCX | CBAIX | BALCX / CBAIX | |
| Total Expense Ratio | 1.32 | 0.66 | 200% |
| Annual Report Gross Expense Ratio | 1.32 | 0.66 | 200% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -0.014 | -2.647 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.4B | 16,690% |
| Annual Yield % from dividends | 1.28 | 1.59 | 81% |
| Returns for 1 year | 2.70 | 4.84 | 56% |
| Returns for 3 years | 10.18 | 15.29 | 67% |
| Returns for 5 years | 44.04 | 55.43 | 79% |
| Returns for 10 years | 45.96 | 49.06 | 94% |