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CBAIX vs RLBCX
CBAIX vs RLBCX Comparison
Open Charts CBAIX vs RLBCX
Calvert Balanced I
Price$46.78
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R3
Price$35.26
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
CBAIX vs RLBCX Comparison Chart
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CBAIX vs. RLBCX commentary
Jan 24, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 243B vs. CBAIX (1.38B). CBAIX pays higher dividends than RLBCX: CBAIX (2.39) vs RLBCX (1.98). CBAIX was incepted earlier than RLBCX: CBAIX (26 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). RLBCX has a lower initial minimum investment than CBAIX: RLBCX (250) vs CBAIX (1000000). CBAIX annual gain was more profitable for investors over the last year : 15.74 vs. RLBCX (12.08). CBAIX return over 5 years is better than : 38.91 vs. RLBCX (30.01).
| CBAIX | RLBCX | CBAIX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 2.480 | 3.049 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 243B | 1% |
| Annual Yield % from dividends | 2.39 | 1.98 | 121% |
| Returns for 1 year | 15.74 | 12.08 | 130% |
| Returns for 3 years | 23.04 | 15.11 | 152% |
| Returns for 5 years | 38.91 | 30.01 | 130% |
| Returns for 10 years | 59.71 | 53.64 | 111% |