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CBAIX vs RLEFX
CBAIX vs RLEFX Comparison
Open Charts CBAIX vs RLEFX
Calvert Balanced I
Price$48.19
Change+$0.19 (+0.40%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
CBAIX vs RLEFX Comparison Chart in %
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CBAIX vs. RLEFX commentary
Jul 26, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. CBAIX (1.42B). RLEFX pays higher dividends than CBAIX: RLEFX (2.01) vs CBAIX (1.51). CBAIX was incepted earlier than RLEFX: CBAIX (26 years) vs RLEFX (10 years). CBAIX (0.66) is less costly to investors than RLEFX (0.39). CBAIX is a more actively managed with annual turnover of: 153.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than CBAIX: RLEFX (250) vs CBAIX (1000000). RLEFX annual gain was more profitable for investors over the last year : 10.46 vs. CBAIX (9.75). CBAIX (40.83) and RLEFX (40.77) have equivalent 5 years return.
| CBAIX | RLEFX | CBAIX / RLEFX | |
| Total Expense Ratio | 0.66 | 0.39 | 169% |
| Annual Report Gross Expense Ratio | 0.66 | 0.39 | 169% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 6.150 | 9.133 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 1.51 | 2.01 | 75% |
| Returns for 1 year | 9.75 | 10.46 | 93% |
| Returns for 3 years | 39.00 | 35.42 | 110% |
| Returns for 5 years | 40.83 | 40.77 | 100% |
| Returns for 10 years | 63.21 | N/A | - |
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