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CBAIX vs CLBCX
CBAIX vs CLBCX Comparison
Open Charts CBAIX vs CLBCX
Calvert Balanced I
Price$46.78
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced 529C
Price$35.46
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
CBAIX vs CLBCX Comparison Chart
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CBAIX vs. CLBCX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. CBAIX (1.38B). 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 : 15.74 vs. CLBCX (11.58). CBAIX return over 5 years is better than : 38.91 vs. CLBCX (28.49).
| 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 | 2.480 | 3.001 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 243B | 1% |
| Annual Yield % from dividends | 2.39 | 1.52 | 157% |
| Returns for 1 year | 15.74 | 11.58 | 136% |
| Returns for 3 years | 23.04 | 14.77 | 156% |
| Returns for 5 years | 38.91 | 28.49 | 137% |
| Returns for 10 years | 59.71 | 56.95 | 105% |