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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Calvert Balanced I
Price$49.05
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets1.46B
BALCX vs CBAIX Comparison Chart in %
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BALCX vs. CBAIX commentary
Oct 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 Buy and CBAIX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. CBAIX (1.46B). CBAIX pays higher dividends than BALCX: CBAIX (1.45) vs BALCX (1.12). 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 : 7.88 vs. CBAIX (5.53). BALCX (37.80) and CBAIX (36.93) 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 | 13.983 | 8.901 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.46B | 18,232% |
| Annual Yield % from dividends | 1.12 | 1.45 | 77% |
| Returns for 1 year | 7.88 | 5.53 | 142% |
| Returns for 3 years | 47.51 | 49.17 | 97% |
| Returns for 5 years | 37.80 | 36.93 | 102% |
| Returns for 10 years | 67.75 | 72.37 | 94% |
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