CBAIX
Price
$47.74
Change
+$0.43 (+0.91%)
Updated
Dec 20 closing price
RLEFX
Price
$34.32
Change
+$0.26 (+0.76%)
Updated
Dec 20 closing price
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CBAIX vs RLEFX

Header iconCBAIX vs RLEFX Comparison
Open Charts CBAIX vs RLEFXBanner chart's image
Calvert Balanced I
Price$47.74
Change+$0.43 (+0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.32
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
CBAIX vs RLEFX Comparison Chart
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CBAIX vs. RLEFX commentary
Dec 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 Buy.

FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. CBAIX (1.39B). 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 : 20.74 vs. RLEFX (10.40). CBAIX return over 5 years is better than : 44.43 vs. RLEFX (31.02).
CBAIXRLEFXCBAIX / RLEFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence26 years9 years-
Gain YTD20.0499.746206%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.39B236B1%
Annual Yield % from dividends2.392.4299%
Returns for 1 year20.7410.40199%
Returns for 3 years12.059.87122%
Returns for 5 years44.4331.02143%
Returns for 10 years62.01N/A-
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