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CBARX vs FBAFX
CBARX vs FBAFX Comparison
Open Charts CBARX vs FBAFX
Calvert Balanced R6
Price$47.17
Change-$0.10 (-0.21%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-2
Price$36.59
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
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CBARX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 239B vs. CBARX (1.35B). FBAFX (2.47) and CBARX (2.44) have matching dividends . CBARX was incepted earlier than FBAFX: CBARX (6 years) vs FBAFX (4 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). 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 : 29.37 vs. FBAFX (25.55).
| CBARX | FBAFX | CBARX / FBAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 4 years | - |
| Gain YTD | 19.005 | 15.546 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 239B | 1% |
| Annual Yield % from dividends | 2.44 | 2.47 | 99% |
| Returns for 1 year | 29.37 | 25.55 | 115% |
| Returns for 3 years | 12.94 | 16.86 | 77% |
| Returns for 5 years | 47.16 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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