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CBAIX vs CLBFX
CBAIX vs CLBFX Comparison
Open Charts CBAIX vs CLBFX
Calvert Balanced I
Price$49.05
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBAIX vs CLBFX Comparison Chart in %
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CBAIX vs. CLBFX commentary
Oct 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. CBAIX (1.46B). CLBFX pays higher dividends than CBAIX: CLBFX (1.89) vs CBAIX (1.45). CBAIX was incepted earlier than CLBFX: CBAIX (27 years) vs CLBFX (23 years). CLBFX (0.67) and CBAIX (0.66) have similar cost to investors . CBAIX is a more actively managed with annual turnover of: 153.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than CBAIX: CLBFX (250) vs CBAIX (1000000). CLBFX annual gain was more profitable for investors over the last year : 8.84 vs. CBAIX (5.53). CLBFX return over 5 years is better than : 45.11 vs. CBAIX (36.93).
| CBAIX | CLBFX | CBAIX / CLBFX | |
| Total Expense Ratio | 0.66 | 0.67 | 99% |
| Annual Report Gross Expense Ratio | 0.66 | 0.67 | 99% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 8.901 | 14.767 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.45 | 1.89 | 77% |
| Returns for 1 year | 5.53 | 8.84 | 63% |
| Returns for 3 years | 49.17 | 52.03 | 95% |
| Returns for 5 years | 36.93 | 45.11 | 82% |
| Returns for 10 years | 72.37 | 91.64 | 79% |
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