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CBAIX vs RLBGX
CBAIX vs RLBGX Comparison
Open Charts CBAIX vs RLBGX
Calvert Balanced I
Price$48.91
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R6
Price$37.84
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
CBAIX vs RLBGX Comparison Chart in %
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CBAIX vs. RLBGX commentary
Sep 08, 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 258B vs. CBAIX (1.43B). RLBGX pays higher dividends than CBAIX: RLBGX (2.09) vs CBAIX (1.47). CBAIX was incepted earlier than RLBGX: CBAIX (27 years) vs RLBGX (16 years). CBAIX (0.66) is less costly to investors than RLBGX (0.25). CBAIX is a more actively managed with annual turnover of: 153.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than CBAIX: RLBGX (250) vs CBAIX (1000000). RLBGX annual gain was more profitable for investors over the last year : 10.35 vs. CBAIX (8.63). RLBGX return over 5 years is better than : 41.80 vs. CBAIX (38.30).
| CBAIX | RLBGX | CBAIX / RLBGX | |
| Total Expense Ratio | 0.66 | 0.25 | 264% |
| Annual Report Gross Expense Ratio | 0.66 | 0.25 | 264% |
| Fund Existence | 27 years | 16 years | - |
| Gain YTD | 8.163 | 11.633 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 258B | 1% |
| Annual Yield % from dividends | 1.47 | 2.09 | 70% |
| Returns for 1 year | 8.63 | 10.35 | 83% |
| Returns for 3 years | 42.45 | 41.14 | 103% |
| Returns for 5 years | 38.30 | 41.80 | 92% |
| Returns for 10 years | 73.27 | 78.87 | 93% |
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