Interact to see
Advertisement
Advertisement
BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
Calvert Balanced I
Price$48.19
Change+$0.19 (+0.40%)
VolumeN/A
Net Assets1.42B
BALCX vs CBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. CBAIX commentary
Jul 26, 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: 254B vs. CBAIX (1.42B). CBAIX pays higher dividends than BALCX: CBAIX (1.51) vs BALCX (1.19). BALCX was incepted earlier than CBAIX: BALCX (24 years) vs CBAIX (26 years). BALCX (1.31) is less costly to investors than CBAIX (0.66). CBAIX is a more actively managed with annual turnover of: 153.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBAIX: BALCX (250) vs CBAIX (1000000). CBAIX (9.75) and BALCX (9.43) have marching annual gain over last year. CBAIX return over 5 years is better than : 40.83 vs. BALCX (35.43).
| BALCX | CBAIX | BALCX / CBAIX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 1.31 | 0.66 | 198% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 8.597 | 6.150 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.42B | 17,925% |
| Annual Yield % from dividends | 1.19 | 1.51 | 79% |
| Returns for 1 year | 9.43 | 9.75 | 97% |
| Returns for 3 years | 32.20 | 39.00 | 83% |
| Returns for 5 years | 35.43 | 40.83 | 87% |
| Returns for 10 years | 58.21 | 63.21 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement