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CBAIX vs RLEFX
CBAIX vs RLEFX Comparison
Open Charts CBAIX vs RLEFX
Calvert Balanced I
Price$47.68
Change+$0.04 (+0.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.50
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
CBAIX vs RLEFX Comparison Chart
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CBAIX vs. RLEFX commentary
Nov 23, 2024
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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 238B vs. CBAIX (1.34B). RLEFX (2.42) and CBAIX (2.39) have matching dividends . CBAIX was incepted earlier than RLEFX: CBAIX (26 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (106.00). RLEFX has a lower initial minimum investment than CBAIX: RLEFX (250) vs CBAIX (1000000). CBAIX annual gain was more profitable for investors over the last year : 24.61 vs. RLEFX (21.00). CBAIX return over 5 years is better than : 44.74 vs. RLEFX (37.39).
| CBAIX | RLEFX | CBAIX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 19.797 | 15.097 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 238B | 1% |
| Annual Yield % from dividends | 2.39 | 2.42 | 99% |
| Returns for 1 year | 24.61 | 21.00 | 117% |
| Returns for 3 years | 11.42 | 12.54 | 91% |
| Returns for 5 years | 44.74 | 37.39 | 120% |
| Returns for 10 years | 60.42 | N/A | - |
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