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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$47.68
Change+$0.04 (+0.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-3
Price$36.54
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
CBAIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. CBAIX (1.34B). FBONX (2.50) and CBAIX (2.39) have matching dividends . CBAIX was incepted earlier than FBONX: CBAIX (26 years) vs FBONX (4 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). 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 : 24.61 vs. FBONX (21.13).
| CBAIX | FBONX | CBAIX / FBONX | |
| 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 | 15.231 | 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 | 2.50 | 96% |
| Returns for 1 year | 24.61 | 21.13 | 116% |
| Returns for 3 years | 11.42 | 14.56 | 78% |
| Returns for 5 years | 44.74 | N/A | - |
| Returns for 10 years | 60.42 | N/A | - |
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