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CBAIX vs RLBCX
CBAIX vs RLBCX Comparison
Open Charts CBAIX vs RLBCX
Calvert Balanced I
Price$46.28
Change-$0.50 (-1.07%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
CBAIX vs RLBCX Comparison Chart
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CBAIX vs. RLBCX commentary
Feb 23, 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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. CBAIX (1.41B). 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 : 11.36 vs. RLBCX (8.85). CBAIX return over 5 years is better than : 35.57 vs. RLBCX (28.37).
| 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 | 1.558 | 2.844 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 242B | 1% |
| Annual Yield % from dividends | 2.39 | 1.98 | 121% |
| Returns for 1 year | 11.36 | 8.85 | 128% |
| Returns for 3 years | 23.46 | 16.79 | 140% |
| Returns for 5 years | 35.57 | 28.37 | 125% |
| Returns for 10 years | 54.58 | 50.06 | 109% |
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