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CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$48.96
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced 529-F-2
Price$38.51
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CBAIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. CBAIX (1.44B). 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 : 8.39 vs. CBAIX (6.06).
| 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 | 8.701 | 13.383 | 65% |
| 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 | 2.01 | 73% |
| Returns for 1 year | 6.06 | 8.39 | 72% |
| Returns for 3 years | 50.33 | 53.29 | 94% |
| Returns for 5 years | 41.84 | N/A | - |
| Returns for 10 years | 79.23 | N/A | - |
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