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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Calvert Balanced I
Price$46.10
Change-$0.43 (-0.92%)
VolumeN/A
Net Assets1.37B
BALCX vs CBAIX Comparison Chart
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BALCX vs. CBAIX commentary
Jun 15, 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: 244B vs. CBAIX (1.38B). CBAIX pays higher dividends than BALCX: CBAIX (1.54) vs BALCX (1.24). 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). BALCX (4.49) and CBAIX (4.33) have marching annual gain over last year. CBAIX return over 5 years is better than : 41.78 vs. BALCX (34.15).
| 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 | 4.121 | 1.538 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.38B | 17,745% |
| Annual Yield % from dividends | 1.24 | 1.54 | 81% |
| Returns for 1 year | 4.49 | 4.33 | 104% |
| Returns for 3 years | 30.13 | 38.22 | 79% |
| Returns for 5 years | 34.15 | 41.78 | 82% |
| Returns for 10 years | 51.38 | 54.45 | 94% |
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