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CBAIX vs RLEFX
CBAIX vs RLEFX Comparison
Open Charts CBAIX vs RLEFX
Calvert Balanced I
Price$48.43
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBAIX vs RLEFX Comparison Chart in %
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CBAIX vs. RLEFX commentary
Aug 17, 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: 256B vs. CBAIX (1.43B). RLEFX pays higher dividends than CBAIX: RLEFX (2.00) vs CBAIX (1.49). 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 : 8.15 vs. CBAIX (7.35). RLEFX (39.18) and CBAIX (38.06) 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 | 7.101 | 9.867 | 72% |
| 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 | 256B | 1% |
| Annual Yield % from dividends | 1.49 | 2.00 | 74% |
| Returns for 1 year | 7.35 | 8.15 | 90% |
| Returns for 3 years | 32.41 | 30.19 | 107% |
| Returns for 5 years | 38.06 | 39.18 | 97% |
| Returns for 10 years | 65.10 | N/A | - |
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