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CBAIX vs RLBEX
CBAIX vs RLBEX Comparison
Open Charts CBAIX vs RLBEX
Calvert Balanced I
Price$46.28
Change-$0.50 (-1.07%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CBAIX vs RLBEX Comparison Chart
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CBAIX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. CBAIX (1.41B). 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 : 11.36 vs. RLBEX (9.22). CBAIX return over 5 years is better than : 35.57 vs. RLBEX (30.07).
| 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 | 1.558 | 2.889 | 54% |
| 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 | 2.24 | 107% |
| Returns for 1 year | 11.36 | 9.22 | 123% |
| Returns for 3 years | 23.46 | 17.55 | 134% |
| Returns for 5 years | 35.57 | 30.07 | 118% |
| Returns for 10 years | 54.58 | 54.52 | 100% |
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