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CBARX vs FBAFX
CBARX vs FBAFX Comparison
Open Charts CBARX vs FBAFX
Calvert Balanced R6
Price$47.47
Change+$0.04 (+0.08%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529-F-2
Price$36.88
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets252.16B
CBARX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. CBARX (1.42B). FBAFX pays higher dividends than CBARX: FBAFX (2.06) vs CBARX (1.55). CBARX was incepted earlier than FBAFX: CBARX (6 years) vs FBAFX (5 years). CBARX (0.61) is less costly to investors than FBAFX (0.34). CBARX is a more actively managed with annual turnover of: 153.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than CBARX: FBAFX (250) vs CBARX (5000000). FBAFX annual gain was more profitable for investors over the last year : 7.78 vs. CBARX (6.98).
| CBARX | FBAFX | CBARX / FBAFX | |
| Total Expense Ratio | 0.61 | 0.34 | 179% |
| Annual Report Gross Expense Ratio | 0.61 | 0.34 | 179% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 5.079 | 8.217 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 1.55 | 2.06 | 75% |
| Returns for 1 year | 6.98 | 7.78 | 90% |
| Returns for 3 years | 37.55 | 36.05 | 104% |
| Returns for 5 years | 40.30 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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