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CBAIX vs RLEFX
CBAIX vs RLEFX Comparison
Open Charts CBAIX vs RLEFX
Calvert Balanced I
Price$48.91
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets257.73B
CBAIX vs RLEFX Comparison Chart in %
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CBAIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 258B vs. CBAIX (1.43B). RLEFX pays higher dividends than CBAIX: RLEFX (1.97) vs CBAIX (1.47). CBAIX was incepted earlier than RLEFX: CBAIX (27 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 : 9.60 vs. CBAIX (8.63). RLEFX (40.14) and CBAIX (38.30) 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 | 27 years | 10 years | - |
| Gain YTD | 8.163 | 10.924 | 75% |
| 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 | 1.97 | 75% |
| Returns for 1 year | 8.63 | 9.60 | 90% |
| Returns for 3 years | 42.45 | 39.81 | 107% |
| Returns for 5 years | 38.30 | 40.14 | 95% |
| Returns for 10 years | 73.27 | N/A | - |
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