Ad is loading...
BALFX vs CBARX
BALFX vs CBARX Comparison
Open Charts BALFX vs CBARX
American Funds American Balanced F1
Price$36.55
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
Calvert Balanced R6
Price$47.17
Change-$0.10 (-0.21%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BALFX vs CBARX Comparison Chart
Loading...
BALFX vs. CBARX commentary
Oct 18, 2024
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 BALFX is a StrongBuy and CBARX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 239B vs. CBARX (1.35B). CBARX pays higher dividends than BALFX: CBARX (2.44) vs BALFX (2.21). BALFX was incepted earlier than CBARX: BALFX (24 years) vs CBARX (6 years). BALFX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). BALFX has a lower initial minimum investment than CBARX: BALFX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 29.37 vs. BALFX (25.24). CBARX return over 5 years is better than : 47.16 vs. BALFX (40.67).
| BALFX | CBARX | BALFX / CBARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 15.291 | 19.005 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 1.35B | 17,730% |
| Annual Yield % from dividends | 2.21 | 2.44 | 90% |
| Returns for 1 year | 25.24 | 29.37 | 86% |
| Returns for 3 years | 14.44 | 12.94 | 112% |
| Returns for 5 years | 40.67 | 47.16 | 86% |
| Returns for 10 years | 60.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers