Ad is loading...
CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$43.91
Change+$0.24 (+0.55%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced 529-F-2
Price$33.83
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
CBAIX vs FBAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 231B vs. CBAIX (1.34B). FBAFX pays higher dividends than CBAIX: FBAFX (2.22) vs CBAIX (1.59). CBAIX was incepted earlier than FBAFX: CBAIX (26 years) vs FBAFX (4 years). CBAIX (0.66) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (153.00). FBAFX has a lower initial minimum investment than CBAIX: FBAFX (250) vs CBAIX (1000000). CBAIX annual gain was more profitable for investors over the last year : 7.26 vs. FBAFX (5.13).
| CBAIX | FBAFX | CBAIX / FBAFX | |
| Total Expense Ratio | 0.66 | 0.33 | 200% |
| Annual Report Gross Expense Ratio | 0.66 | 0.33 | 200% |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | -3.285 | -1.089 | 302% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 231B | 1% |
| Annual Yield % from dividends | 1.59 | 2.22 | 72% |
| Returns for 1 year | 7.26 | 5.13 | 141% |
| Returns for 3 years | 21.18 | 18.59 | 114% |
| Returns for 5 years | 42.74 | N/A | - |
| Returns for 10 years | 46.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...