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CBAIX vs RLEFX
CBAIX vs RLEFX Comparison
Open Charts CBAIX vs RLEFX
Calvert Balanced I
Price$44.66
Change+$0.24 (+0.54%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R5E
Price$34.33
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
CBAIX vs RLEFX Comparison Chart
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CBAIX vs. RLEFX commentary
Apr 03, 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: 234B vs. CBAIX (1.4B). RLEFX pays higher dividends than CBAIX: RLEFX (2.16) vs CBAIX (1.59). CBAIX was incepted earlier than RLEFX: CBAIX (26 years) vs RLEFX (9 years). CBAIX (0.66) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. CBAIX (153.00). 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 : 4.84 vs. RLEFX (4.47). CBAIX return over 5 years is better than : 55.43 vs. RLEFX (51.23).
| CBAIX | RLEFX | CBAIX / RLEFX | |
| Total Expense Ratio | 0.66 | 0.40 | 165% |
| Annual Report Gross Expense Ratio | 0.66 | 0.40 | 165% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | -2.647 | 0.446 | -594% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 234B | 1% |
| Annual Yield % from dividends | 1.59 | 2.16 | 74% |
| Returns for 1 year | 4.84 | 4.47 | 108% |
| Returns for 3 years | 15.29 | 12.95 | 118% |
| Returns for 5 years | 55.43 | 51.23 | 108% |
| Returns for 10 years | 49.06 | N/A | - |