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CBARX vs FBAFX
CBARX vs FBAFX Comparison
Open Charts CBARX vs FBAFX
Calvert Balanced R6
Price$46.06
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced 529-F-2
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
CBARX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. CBARX (1.38B). FBAFX pays higher dividends than CBARX: FBAFX (2.14) vs CBARX (1.59). 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 : 7.21 vs. CBARX (5.96).
| 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 | 1.689 | 4.700 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 243B | 1% |
| Annual Yield % from dividends | 1.59 | 2.14 | 74% |
| Returns for 1 year | 5.96 | 7.21 | 83% |
| Returns for 3 years | 29.84 | 25.28 | 118% |
| Returns for 5 years | 39.48 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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