Ad is loading...
CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$47.74
Change+$0.43 (+0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-2
Price$34.35
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
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: 236B vs. CBAIX (1.39B). 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 : 20.74 vs. FBAFX (10.45).
| 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 | 20.049 | 9.832 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 236B | 1% |
| Annual Yield % from dividends | 2.39 | 2.47 | 97% |
| Returns for 1 year | 20.74 | 10.45 | 198% |
| Returns for 3 years | 12.05 | 11.71 | 103% |
| Returns for 5 years | 44.43 | N/A | - |
| Returns for 10 years | 62.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...