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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Calvert Balanced I
Price$49.45
Change+$0.21 (+0.43%)
VolumeN/A
Net Assets1.48B
BALCX vs CBAIX Comparison Chart in %
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BALCX vs. CBAIX commentary
Nov 20, 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 Hold and CBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. CBAIX (1.48B). CBAIX pays higher dividends than BALCX: CBAIX (1.43) vs BALCX (1.10). BALCX was incepted earlier than CBAIX: BALCX (25 years) vs CBAIX (27 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). BALCX annual gain was more profitable for investors over the last year : 8.17 vs. CBAIX (5.52). CBAIX (35.85) and BALCX (34.58) have equivalent 5 years return.
| BALCX | CBAIX | BALCX / CBAIX | |
| Total Expense Ratio | 1.31 | 0.66 | 198% |
| Annual Report Gross Expense Ratio | 1.31 | 0.66 | 198% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 13.334 | 9.323 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.48B | 17,758% |
| Annual Yield % from dividends | 1.10 | 1.43 | 77% |
| Returns for 1 year | 8.17 | 5.52 | 148% |
| Returns for 3 years | 38.17 | 43.89 | 87% |
| Returns for 5 years | 34.58 | 35.85 | 96% |
| Returns for 10 years | 63.59 | 71.75 | 89% |