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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$34.08
Change+$0.25 (+0.74%)
VolumeN/A
CapitalizationN/A
Calvert Balanced I
Price$47.74
Change+$0.43 (+0.91%)
VolumeN/A
CapitalizationN/A
BALCX vs CBAIX Comparison Chart
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BALCX vs. CBAIX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 236B vs. CBAIX (1.39B). CBAIX pays higher dividends than BALCX: CBAIX (2.39) vs BALCX (1.59). BALCX was incepted earlier than CBAIX: BALCX (24 years) vs CBAIX (26 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). 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 : 20.74 vs. BALCX (9.35). CBAIX return over 5 years is better than : 44.43 vs. BALCX (26.04).
| BALCX | CBAIX | BALCX / CBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 8.761 | 20.049 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.39B | 16,991% |
| Annual Yield % from dividends | 1.59 | 2.39 | 66% |
| Returns for 1 year | 9.35 | 20.74 | 45% |
| Returns for 3 years | 7.68 | 12.05 | 64% |
| Returns for 5 years | 26.04 | 44.43 | 59% |
| Returns for 10 years | 45.34 | 62.01 | 73% |
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