BALFX
Price
$32.81
Change
-$0.29 (-0.88%)
Updated
Apr 15, 6:59 PM EST
CBARX
Price
$41.75
Change
-$0.47 (-1.11%)
Updated
Apr 15, 6:59 PM EST
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Compare predictions BALFX vs CBARX

Header iconBALFX vs CBARX Comparison
Open Charts BALFX vs CBARXBanner chart's image
American Funds American Balanced F1
Price$32.81
Change-$0.29 (-0.88%)
VolumeN/A
CapitalizationN/A
Calvert Balanced R6
Price$41.75
Change-$0.47 (-1.11%)
VolumeN/A
CapitalizationN/A
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BALFX vs CBARX Comparison Chart

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VS
BALFX vs. CBARX commentary
Apr 16, 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 Buy and CBARX is a Buy.

FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 223B vs. CBARX (1.21B). CBARX pays higher dividends than BALFX: CBARX (2.44) vs BALFX (2.21). BALFX was incepted earlier than CBARX: BALFX (23 years) vs CBARX (5 years). BALFX (0.62) and CBARX (0.62) have similar cost to investors .BALFX (0.62) and CBARX (0.62) is less costly to investors than . 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 : 18.99 vs. BALFX (17.50). CBARX return over 5 years is better than : 40.38 vs. BALFX (35.15).
BALFXCBARXBALFX / CBARX
Total Expense Ratio0.620.62100%
Annual Report Gross Expense Ratio0.620.62100%
Fund Existence23 years5 years-
Gain YTD5.9676.84787%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRA250N/A-
Net Assets223B1.21B18,506%
Annual Yield % from dividends2.212.4490%
Returns for 1 year17.5018.9992%
Returns for 3 years12.939.62134%
Returns for 5 years35.1540.3887%
Returns for 10 years51.69N/A-
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