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CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$48.91
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529-F-2
Price$38.02
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
CBAIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 258B vs. CBAIX (1.43B). FBAFX pays higher dividends than CBAIX: FBAFX (2.01) vs CBAIX (1.47). CBAIX was incepted earlier than FBAFX: CBAIX (27 years) vs FBAFX (5 years). CBAIX (0.66) is less costly to investors than FBAFX (0.34). CBAIX is a more actively managed with annual turnover of: 153.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than CBAIX: FBAFX (250) vs CBAIX (1000000). FBAFX annual gain was more profitable for investors over the last year : 10.23 vs. CBAIX (8.63).
| CBAIX | FBAFX | CBAIX / FBAFX | |
| Total Expense Ratio | 0.66 | 0.34 | 194% |
| Annual Report Gross Expense Ratio | 0.66 | 0.34 | 194% |
| Fund Existence | 27 years | 5 years | - |
| Gain YTD | 8.163 | 11.562 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 258B | 1% |
| Annual Yield % from dividends | 1.47 | 2.01 | 73% |
| Returns for 1 year | 8.63 | 10.23 | 84% |
| Returns for 3 years | 42.45 | 42.07 | 101% |
| Returns for 5 years | 38.30 | N/A | - |
| Returns for 10 years | 73.27 | N/A | - |