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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$47.74
Change+$0.43 (+0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-3
Price$34.35
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
CBAIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. CBAIX (1.39B). 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 : 20.74 vs. FBONX (10.50).
| 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 | 20.049 | 9.874 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 236B | 1% |
| Annual Yield % from dividends | 2.39 | 2.50 | 96% |
| Returns for 1 year | 20.74 | 10.50 | 198% |
| Returns for 3 years | 12.05 | 11.85 | 102% |
| Returns for 5 years | 44.43 | N/A | - |
| Returns for 10 years | 62.01 | N/A | - |
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