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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$33.54
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Calvert Balanced I
Price$43.91
Change+$0.24 (+0.55%)
VolumeN/A
Net Assets1.34B
BALCX vs CBAIX Comparison Chart
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BALCX vs. CBAIX commentary
Apr 28, 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: 231B vs. CBAIX (1.34B). 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 : 7.26 vs. BALCX (4.10). CBAIX return over 5 years is better than : 42.74 vs. BALCX (32.12).
| 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 | -1.367 | -3.285 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 1.34B | 17,200% |
| Annual Yield % from dividends | 1.28 | 1.59 | 81% |
| Returns for 1 year | 4.10 | 7.26 | 57% |
| Returns for 3 years | 14.43 | 21.18 | 68% |
| Returns for 5 years | 32.12 | 42.74 | 75% |
| Returns for 10 years | 41.52 | 46.57 | 89% |