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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$45.35
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R2E
Price$34.70
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
CBAIX vs RAMHX Comparison Chart
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CBAIX vs. RAMHX commentary
May 23, 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: 238B vs. CBAIX (1.33B). CBAIX (1.59) and RAMHX (1.55) have matching dividends . CBAIX was incepted earlier than RAMHX: CBAIX (26 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). CBAIX annual gain was more profitable for investors over the last year : 7.29 vs. RAMHX (4.28). CBAIX return over 5 years is better than : 45.07 vs. RAMHX (35.46).
| CBAIX | RAMHX | CBAIX / RAMHX | |
| Total Expense Ratio | 0.66 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.66 | 1.04 | 63% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 1.186 | 1.811 | 65% |
| 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 | 1.55 | 103% |
| Returns for 1 year | 7.29 | 4.28 | 170% |
| Returns for 3 years | 32.79 | 21.23 | 154% |
| Returns for 5 years | 45.07 | 35.46 | 127% |
| Returns for 10 years | 52.57 | 48.05 | 109% |