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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$48.43
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529-F-3
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBAIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. CBAIX (1.43B). FBONX pays higher dividends than CBAIX: FBONX (2.08) vs CBAIX (1.49). CBAIX was incepted earlier than FBONX: CBAIX (26 years) vs FBONX (5 years). CBAIX (0.66) is less costly to investors than FBONX (0.30). CBAIX is a more actively managed with annual turnover of: 153.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than CBAIX: FBONX (250) vs CBAIX (1000000). FBONX annual gain was more profitable for investors over the last year : 8.28 vs. CBAIX (7.35).
| CBAIX | FBONX | CBAIX / FBONX | |
| Total Expense Ratio | 0.66 | 0.30 | 220% |
| Annual Report Gross Expense Ratio | 0.66 | 0.30 | 220% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 7.101 | 9.939 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 256B | 1% |
| Annual Yield % from dividends | 1.49 | 2.08 | 71% |
| Returns for 1 year | 7.35 | 8.28 | 89% |
| Returns for 3 years | 32.41 | 31.70 | 102% |
| Returns for 5 years | 38.06 | N/A | - |
| Returns for 10 years | 65.10 | N/A | - |
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