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CBAIX vs CLBCX
CBAIX vs CLBCX Comparison
Open Charts CBAIX vs CLBCX
Calvert Balanced I
Price$48.96
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CBAIX vs CLBCX Comparison Chart in %
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CBAIX vs. CLBCX commentary
Sep 29, 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 Buy and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. CBAIX (1.44B). CBAIX pays higher dividends than CLBCX: CBAIX (1.47) vs CLBCX (1.11). CBAIX was incepted earlier than CLBCX: CBAIX (27 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBAIX (0.66). CBAIX is a more actively managed with annual turnover of: 153.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than CBAIX: CLBCX (250) vs CBAIX (1000000). CLBCX annual gain was more profitable for investors over the last year : 7.19 vs. CBAIX (6.06). CBAIX (41.84) and CLBCX (40.81) have equivalent 5 years return.
| CBAIX | CLBCX | CBAIX / CLBCX | |
| Total Expense Ratio | 0.66 | 1.35 | 49% |
| Annual Report Gross Expense Ratio | 0.66 | 1.35 | 49% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 8.701 | 12.421 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 1.47 | 1.11 | 133% |
| Returns for 1 year | 6.06 | 7.19 | 84% |
| Returns for 3 years | 50.33 | 48.53 | 104% |
| Returns for 5 years | 41.84 | 40.81 | 103% |
| Returns for 10 years | 79.23 | 81.37 | 97% |