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CBAIX vs RAMHX
CBAIX vs RAMHX Comparison
Open Charts CBAIX vs RAMHX
Calvert Balanced I
Price$49.45
Change+$0.21 (+0.43%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R2E
Price$38.57
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
CBAIX vs RAMHX Comparison Chart in %
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CBAIX vs. RAMHX commentary
Nov 20, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. CBAIX (1.48B). CBAIX pays higher dividends than RAMHX: CBAIX (1.43) vs RAMHX (1.33). CBAIX was incepted earlier than RAMHX: CBAIX (27 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 annual gain was more profitable for investors over the last year : 8.45 vs. CBAIX (5.52). RAMHX (36.09) and CBAIX (35.85) have equivalent 5 years return.
| CBAIX | RAMHX | CBAIX / RAMHX | |
| Total Expense Ratio | 0.66 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.66 | 1.04 | 63% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 9.323 | 13.577 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 263B | 1% |
| Annual Yield % from dividends | 1.43 | 1.33 | 107% |
| Returns for 1 year | 5.52 | 8.45 | 65% |
| Returns for 3 years | 43.89 | 39.16 | 112% |
| Returns for 5 years | 35.85 | 36.09 | 99% |
| Returns for 10 years | 71.75 | 66.08 | 109% |
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