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CBAIX vs CLBFX
CBAIX vs CLBFX Comparison
Open Charts CBAIX vs CLBFX
Calvert Balanced I
Price$46.78
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced 529F
Price$35.37
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
CBAIX vs CLBFX Comparison Chart
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CBAIX vs. CLBFX 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. CBAIX (1.38B). 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 : 15.74 vs. CLBFX (12.59). CBAIX return over 5 years is better than : 38.91 vs. CLBFX (34.57).
| 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 | 2.480 | 3.069 | 81% |
| 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 | 2.39 | 100% |
| Returns for 1 year | 15.74 | 12.59 | 125% |
| Returns for 3 years | 23.04 | 17.97 | 128% |
| Returns for 5 years | 38.91 | 34.57 | 113% |
| Returns for 10 years | 59.71 | 72.71 | 82% |
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