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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$47.68
Change+$0.04 (+0.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$36.32
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
CBAIX vs RAMHX Comparison Chart
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CBAIX vs. RAMHX commentary
Nov 23, 2024
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 StrongBuy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 238B vs. CBAIX (1.34B). CBAIX pays higher dividends than RAMHX: CBAIX (2.39) vs RAMHX (1.84). CBAIX was incepted earlier than RAMHX: CBAIX (26 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). 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 : 24.61 vs. RAMHX (20.22). CBAIX return over 5 years is better than : 44.74 vs. RAMHX (33.84).
| CBAIX | RAMHX | CBAIX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 19.797 | 14.467 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 238B | 1% |
| Annual Yield % from dividends | 2.39 | 1.84 | 130% |
| Returns for 1 year | 24.61 | 20.22 | 122% |
| Returns for 3 years | 11.42 | 10.99 | 104% |
| Returns for 5 years | 44.74 | 33.84 | 132% |
| Returns for 10 years | 60.42 | 46.99 | 129% |
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