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BALCX vs CBAIX
BALCX vs CBAIX Comparison
Open Charts BALCX vs CBAIX
American Funds American Balanced C
Price$35.19
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Calvert Balanced I
Price$46.78
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.38B
BALCX vs CBAIX Comparison Chart
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BALCX vs. CBAIX commentary
Jan 24, 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: 243B vs. CBAIX (1.38B). 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 : 15.74 vs. BALCX (11.60). CBAIX return over 5 years is better than : 38.91 vs. BALCX (27.75).
| 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 | 3.025 | 2.480 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 1.38B | 17,673% |
| Annual Yield % from dividends | 1.59 | 2.39 | 66% |
| Returns for 1 year | 11.60 | 15.74 | 74% |
| Returns for 3 years | 14.05 | 23.04 | 61% |
| Returns for 5 years | 27.75 | 38.91 | 71% |
| Returns for 10 years | 50.15 | 59.71 | 84% |
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