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CBAIX vs RLBGX
CBAIX vs RLBGX Comparison
Open Charts CBAIX vs RLBGX
Calvert Balanced I
Price$48.43
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R6
Price$37.49
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
CBAIX vs RLBGX Comparison Chart in %
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CBAIX vs. RLBGX commentary
Aug 17, 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: 256B vs. CBAIX (1.43B). RLBGX pays higher dividends than CBAIX: RLBGX (2.13) vs CBAIX (1.49). CBAIX was incepted earlier than RLBGX: CBAIX (26 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 : 8.36 vs. CBAIX (7.35). RLBGX return over 5 years is better than : 40.09 vs. CBAIX (38.06).
| CBAIX | RLBGX | CBAIX / RLBGX | |
| Total Expense Ratio | 0.66 | 0.25 | 264% |
| Annual Report Gross Expense Ratio | 0.66 | 0.25 | 264% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 7.101 | 9.990 | 71% |
| 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 | 256B | 1% |
| Annual Yield % from dividends | 1.49 | 2.13 | 70% |
| Returns for 1 year | 7.35 | 8.36 | 88% |
| Returns for 3 years | 32.41 | 30.72 | 106% |
| Returns for 5 years | 38.06 | 40.09 | 95% |
| Returns for 10 years | 65.10 | 69.65 | 93% |