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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$48.43
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R2E
Price$37.23
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Aug 17, 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: 256B vs. CBAIX (1.43B). CBAIX (1.49) and RAMHX (1.42) 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). RAMHX (7.48) and CBAIX (7.35) have marching annual gain over last year. CBAIX return over 5 years is better than : 38.06 vs. RAMHX (35.43).
| 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 | 7.101 | 9.447 | 75% |
| 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 | 256B | 1% |
| Annual Yield % from dividends | 1.49 | 1.42 | 105% |
| Returns for 1 year | 7.35 | 7.48 | 98% |
| Returns for 3 years | 32.41 | 28.00 | 116% |
| Returns for 5 years | 38.06 | 35.43 | 107% |
| Returns for 10 years | 65.10 | 61.39 | 106% |
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