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CBAIX vs FBAFX
CBAIX vs FBAFX Comparison
Open Charts CBAIX vs FBAFX
Calvert Balanced I
Price$49.45
Change+$0.21 (+0.43%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529-F-2
Price$38.82
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
CBAIX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 263B vs. CBAIX (1.48B). FBAFX pays higher dividends than CBAIX: FBAFX (1.94) vs CBAIX (1.43). 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 : 9.27 vs. CBAIX (5.52). FBAFX return over 5 years is better than : 42.37 vs. CBAIX (35.85).
| 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 | 9.323 | 14.295 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 263B | 1% |
| Annual Yield % from dividends | 1.43 | 1.94 | 74% |
| Returns for 1 year | 5.52 | 9.27 | 60% |
| Returns for 3 years | 43.89 | 42.83 | 102% |
| Returns for 5 years | 35.85 | 42.37 | 85% |
| Returns for 10 years | 71.75 | N/A | - |
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