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CBAIX vs CLBFX
CBAIX vs CLBFX Comparison
Open Charts CBAIX vs CLBFX
Calvert Balanced I
Price$48.96
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CBAIX vs CLBFX Comparison Chart in %
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CBAIX vs. CLBFX 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 CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. CBAIX (1.44B). CLBFX pays higher dividends than CBAIX: CLBFX (1.94) vs CBAIX (1.47). 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 : 7.93 vs. CBAIX (6.06). CLBFX return over 5 years is better than : 47.10 vs. CBAIX (41.84).
| 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 | 8.701 | 12.937 | 67% |
| 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 | 1.94 | 76% |
| Returns for 1 year | 6.06 | 7.93 | 76% |
| Returns for 3 years | 50.33 | 52.34 | 96% |
| Returns for 5 years | 41.84 | 47.10 | 89% |
| Returns for 10 years | 79.23 | 98.95 | 80% |
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