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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$45.35
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced 529-F-3
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
CBAIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. CBAIX (1.33B). FBONX pays higher dividends than CBAIX: FBONX (2.26) vs CBAIX (1.59). 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). CBAIX annual gain was more profitable for investors over the last year : 7.29 vs. FBONX (5.08).
| 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 | 1.186 | 2.109 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 238B | 1% |
| Annual Yield % from dividends | 1.59 | 2.26 | 70% |
| Returns for 1 year | 7.29 | 5.08 | 143% |
| Returns for 3 years | 32.79 | 24.99 | 131% |
| Returns for 5 years | 45.07 | N/A | - |
| Returns for 10 years | 52.57 | N/A | - |