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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$48.19
Change+$0.19 (+0.40%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets253.86B
CBAIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. CBAIX (1.42B). FBONX pays higher dividends than CBAIX: FBONX (2.10) vs CBAIX (1.51). 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 : 10.59 vs. CBAIX (9.75).
| 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 | 6.150 | 9.205 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 1.51 | 2.10 | 72% |
| Returns for 1 year | 9.75 | 10.59 | 92% |
| Returns for 3 years | 39.00 | 36.98 | 105% |
| Returns for 5 years | 40.83 | N/A | - |
| Returns for 10 years | 63.21 | N/A | - |
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