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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Calvert Balanced I
Price$46.28
Change-$0.50 (-1.07%)
VolumeN/A
Net Assets1.41B
BALCX vs CBAIX Comparison Chart
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BALCX vs. CBAIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. CBAIX (1.41B). 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 : 11.36 vs. BALCX (8.38). CBAIX return over 5 years is better than : 35.57 vs. BALCX (26.14).
| 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 | 2.790 | 1.558 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.41B | 17,127% |
| Annual Yield % from dividends | 1.59 | 2.39 | 66% |
| Returns for 1 year | 8.38 | 11.36 | 74% |
| Returns for 3 years | 15.69 | 23.46 | 67% |
| Returns for 5 years | 26.14 | 35.57 | 73% |
| Returns for 10 years | 46.66 | 54.58 | 85% |
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