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CBAIX vs CLBFX
CBAIX vs CLBFX Comparison
Open Charts CBAIX vs CLBFX
Calvert Balanced I
Price$46.28
Change-$0.50 (-1.07%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
CBAIX vs CLBFX Comparison Chart
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CBAIX vs. CLBFX 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 CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. CBAIX (1.41B). CLBFX (2.39) and CBAIX (2.39) have matching dividends . CBAIX was incepted earlier than CLBFX: CBAIX (26 years) vs CLBFX (22 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). CLBFX has a lower initial minimum investment than CBAIX: CLBFX (250) vs CBAIX (1000000). CBAIX annual gain was more profitable for investors over the last year : 11.36 vs. CLBFX (9.36). CBAIX return over 5 years is better than : 35.57 vs. CLBFX (32.87).
| CBAIX | CLBFX | CBAIX / CLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 1.558 | 2.894 | 54% |
| 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 | 2.39 | 100% |
| Returns for 1 year | 11.36 | 9.36 | 121% |
| Returns for 3 years | 23.46 | 19.64 | 119% |
| Returns for 5 years | 35.57 | 32.87 | 108% |
| Returns for 10 years | 54.58 | 68.67 | 79% |
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