Ad is loading...
Ad is loading...
BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Calvert Balanced I
Price$47.68
Change+$0.04 (+0.08%)
VolumeN/A
CapitalizationN/A
BALCX vs CBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBAIX commentary
Nov 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 StrongBuy and CBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 238B vs. CBAIX (1.34B). 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 : 24.61 vs. BALCX (19.92). CBAIX return over 5 years is better than : 44.74 vs. BALCX (32.42).
| 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 | 14.207 | 19.797 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.34B | 17,828% |
| Annual Yield % from dividends | 1.59 | 2.39 | 66% |
| Returns for 1 year | 19.92 | 24.61 | 81% |
| Returns for 3 years | 10.33 | 11.42 | 90% |
| Returns for 5 years | 32.42 | 44.74 | 72% |
| Returns for 10 years | 45.06 | 60.42 | 75% |
View a ticker or compare two or three
VS
VS
Ad is loading...