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CBAIX vs CLBCX
CBAIX vs CLBCX Comparison
Open Charts CBAIX vs CLBCX
Calvert Balanced I
Price$49.45
Change+$0.21 (+0.43%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
CBAIX vs CLBCX Comparison Chart in %
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CBAIX vs. CLBCX commentary
Nov 20, 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 Hold and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. CBAIX (1.48B). CBAIX pays higher dividends than CLBCX: CBAIX (1.43) vs CLBCX (1.04). 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 : 8.18 vs. CBAIX (5.52). CBAIX (35.85) and CLBCX (35.38) 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 | 9.323 | 13.269 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 263B | 1% |
| Annual Yield % from dividends | 1.43 | 1.04 | 137% |
| Returns for 1 year | 5.52 | 8.18 | 67% |
| Returns for 3 years | 43.89 | 38.51 | 114% |
| Returns for 5 years | 35.85 | 35.38 | 101% |
| Returns for 10 years | 71.75 | 70.03 | 102% |
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