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CBAIX vs FBONX
CBAIX vs FBONX Comparison
Open Charts CBAIX vs FBONX
Calvert Balanced I
Price$44.66
Change+$0.24 (+0.54%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced 529-F-3
Price$34.36
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
CBAIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. CBAIX (1.4B). 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 : 4.84 vs. FBONX (3.80).
| 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 | -2.647 | 0.238 | -1,114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 234B | 1% |
| Annual Yield % from dividends | 1.59 | 2.26 | 71% |
| Returns for 1 year | 4.84 | 3.80 | 128% |
| Returns for 3 years | 15.29 | 14.33 | 107% |
| Returns for 5 years | 55.43 | N/A | - |
| Returns for 10 years | 49.06 | N/A | - |