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CBAIX vs RLBEX
CBAIX vs RLBEX Comparison
Open Charts CBAIX vs RLBEX
Calvert Balanced I
Price$46.78
Change+$0.08 (+0.17%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R4
Price$35.43
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
CBAIX vs RLBEX Comparison Chart
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CBAIX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. CBAIX (1.38B). CBAIX pays higher dividends than RLBEX: CBAIX (2.39) vs RLBEX (2.24). CBAIX was incepted earlier than RLBEX: CBAIX (26 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). RLBEX has a lower initial minimum investment than CBAIX: RLBEX (250) vs CBAIX (1000000). CBAIX annual gain was more profitable for investors over the last year : 15.74 vs. RLBEX (12.44). CBAIX return over 5 years is better than : 38.91 vs. RLBEX (31.69).
| CBAIX | RLBEX | CBAIX / RLBEX | |
| 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 | 3.064 | 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 | 2.24 | 107% |
| Returns for 1 year | 15.74 | 12.44 | 127% |
| Returns for 3 years | 23.04 | 15.91 | 145% |
| Returns for 5 years | 38.91 | 31.69 | 123% |
| Returns for 10 years | 59.71 | 58.21 | 103% |