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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$47.74
Change+$0.43 (+0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.18
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
CBAIX vs RAMHX Comparison Chart
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CBAIX vs. RAMHX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. CBAIX (1.39B). 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 : 20.74 vs. RAMHX (9.69). CBAIX return over 5 years is better than : 44.43 vs. RAMHX (27.52).
| 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 | 20.049 | 9.068 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 236B | 1% |
| Annual Yield % from dividends | 2.39 | 1.84 | 130% |
| Returns for 1 year | 20.74 | 9.69 | 214% |
| Returns for 3 years | 12.05 | 8.34 | 144% |
| Returns for 5 years | 44.43 | 27.52 | 161% |
| Returns for 10 years | 62.01 | 47.23 | 131% |
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