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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$43.91
Change+$0.24 (+0.55%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced 529-F-3
Price$33.83
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
CBAIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 231B vs. CBAIX (1.34B). FBONX pays higher dividends than CBAIX: FBONX (2.26) vs CBAIX (1.59). CBAIX was incepted earlier than FBONX: CBAIX (26 years) vs FBONX (4 years). CBAIX (0.66) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (153.00). FBONX has a lower initial minimum investment than CBAIX: FBONX (250) vs CBAIX (1000000). CBAIX annual gain was more profitable for investors over the last year : 7.26 vs. FBONX (5.17).
| 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 | 4 years | - |
| Gain YTD | -3.285 | -1.078 | 305% |
| 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 | 2.26 | 71% |
| Returns for 1 year | 7.26 | 5.17 | 140% |
| Returns for 3 years | 21.18 | 18.71 | 113% |
| Returns for 5 years | 42.74 | N/A | - |
| Returns for 10 years | 46.57 | N/A | - |
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