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CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$47.68
Change+$0.04 (+0.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-2
Price$36.54
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
CBAIX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 238B vs. CBAIX (1.34B). FBAFX (2.47) and CBAIX (2.39) have matching dividends . CBAIX was incepted earlier than FBAFX: CBAIX (26 years) vs FBAFX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). 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 : 24.61 vs. FBAFX (21.08).
| CBAIX | FBAFX | CBAIX / FBAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 4 years | - |
| Gain YTD | 19.797 | 15.198 | 130% |
| 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 | 238B | 1% |
| Annual Yield % from dividends | 2.39 | 2.47 | 97% |
| Returns for 1 year | 24.61 | 21.08 | 117% |
| Returns for 3 years | 11.42 | 14.44 | 79% |
| Returns for 5 years | 44.74 | N/A | - |
| Returns for 10 years | 60.42 | N/A | - |
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