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CBARX vs FBAFX
CBARX vs FBAFX Comparison
Open Charts CBARX vs FBAFX
Calvert Balanced R6
Price$44.58
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced 529-F-2
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
CBARX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. CBARX (1.33B). FBAFX pays higher dividends than CBARX: FBAFX (2.22) vs CBARX (1.64). 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). CBARX annual gain was more profitable for investors over the last year : 5.95 vs. FBAFX (4.46).
| 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 | -1.728 | 0.431 | -401% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 234B | 1% |
| Annual Yield % from dividends | 1.64 | 2.22 | 74% |
| Returns for 1 year | 5.95 | 4.46 | 133% |
| Returns for 3 years | 27.84 | 23.77 | 117% |
| Returns for 5 years | 42.19 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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