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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$48.91
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R2E
Price$37.77
Change+$0.21 (+0.56%)
VolumeN/A
Net Assets257.73B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBAIX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 258B vs. CBAIX (1.43B). CBAIX (1.47) and RAMHX (1.40) have matching dividends . CBAIX was incepted earlier than RAMHX: CBAIX (27 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CBAIX (0.66). CBAIX is a more actively managed with annual turnover of: 153.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than CBAIX: RAMHX (250) vs CBAIX (1000000). RAMHX annual gain was more profitable for investors over the last year : 9.44 vs. CBAIX (8.63). CBAIX (38.30) and RAMHX (37.07) have equivalent 5 years return.
| CBAIX | RAMHX | CBAIX / RAMHX | |
| Total Expense Ratio | 0.66 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.66 | 1.04 | 63% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 8.163 | 11.035 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 258B | 1% |
| Annual Yield % from dividends | 1.47 | 1.40 | 105% |
| Returns for 1 year | 8.63 | 9.44 | 91% |
| Returns for 3 years | 42.45 | 38.20 | 111% |
| Returns for 5 years | 38.30 | 37.07 | 103% |
| Returns for 10 years | 73.27 | 70.10 | 105% |
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