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CBAIX vs CLBCX
CBAIX vs CLBCX Comparison
Open Charts CBAIX vs CLBCX
Calvert Balanced I
Price$46.28
Change-$0.50 (-1.07%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CBAIX vs CLBCX Comparison Chart
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CBAIX vs. CLBCX commentary
Feb 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 CBAIX is a StrongBuy and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. CBAIX (1.41B). CBAIX pays higher dividends than CLBCX: CBAIX (2.39) vs CLBCX (1.52). CBAIX was incepted earlier than CLBCX: CBAIX (26 years) vs CLBCX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). CLBCX has a lower initial minimum investment than CBAIX: CLBCX (250) vs CBAIX (1000000). CBAIX annual gain was more profitable for investors over the last year : 11.36 vs. CLBCX (8.39). CBAIX return over 5 years is better than : 35.57 vs. CLBCX (26.92).
| CBAIX | CLBCX | CBAIX / CLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 1.558 | 2.768 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 242B | 1% |
| Annual Yield % from dividends | 2.39 | 1.52 | 157% |
| Returns for 1 year | 11.36 | 8.39 | 135% |
| Returns for 3 years | 23.46 | 16.44 | 143% |
| Returns for 5 years | 35.57 | 26.92 | 132% |
| Returns for 10 years | 54.58 | 53.37 | 102% |
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