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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$43.91
Change+$0.24 (+0.55%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R2E
Price$33.64
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
CBAIX vs RAMHX Comparison Chart
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CBAIX vs. RAMHX commentary
Apr 28, 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: 231B vs. CBAIX (1.34B). 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 : 7.26 vs. RAMHX (4.40). CBAIX return over 5 years is better than : 42.74 vs. RAMHX (33.64).
| 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 | -3.285 | -1.299 | 253% |
| 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 | 231B | 1% |
| Annual Yield % from dividends | 1.59 | 1.54 | 103% |
| Returns for 1 year | 7.26 | 4.40 | 165% |
| Returns for 3 years | 21.18 | 15.21 | 139% |
| Returns for 5 years | 42.74 | 33.64 | 127% |
| Returns for 10 years | 46.57 | 43.35 | 107% |
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