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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$34.59
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Calvert Balanced I
Price$45.35
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets1.33B
BALCX vs CBAIX Comparison Chart
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BALCX vs. CBAIX commentary
May 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 Buy and CBAIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. CBAIX (1.33B). CBAIX pays higher dividends than BALCX: CBAIX (1.59) vs BALCX (1.29). 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 annual gain was more profitable for investors over the last year : 7.29 vs. BALCX (3.53). CBAIX return over 5 years is better than : 45.07 vs. BALCX (33.77).
| 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 | 1.633 | 1.186 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.33B | 18,018% |
| Annual Yield % from dividends | 1.29 | 1.59 | 81% |
| Returns for 1 year | 3.53 | 7.29 | 48% |
| Returns for 3 years | 21.31 | 32.79 | 65% |
| Returns for 5 years | 33.77 | 45.07 | 75% |
| Returns for 10 years | 46.05 | 52.57 | 88% |