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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$44.66
Change+$0.24 (+0.54%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R2E
Price$34.18
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
CBAIX vs RAMHX Comparison Chart
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CBAIX vs. RAMHX commentary
Apr 03, 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: 234B vs. CBAIX (1.4B). CBAIX (1.59) and RAMHX (1.54) 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). RAMHX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (153.00). 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 : 4.84 vs. RAMHX (3.79). CBAIX return over 5 years is better than : 55.43 vs. RAMHX (47.14).
| 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 | -2.647 | 0.286 | -926% |
| 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 | 1.54 | 103% |
| Returns for 1 year | 4.84 | 3.79 | 128% |
| Returns for 3 years | 15.29 | 11.20 | 137% |
| Returns for 5 years | 55.43 | 47.14 | 118% |
| Returns for 10 years | 49.06 | 48.24 | 102% |
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