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CBARX vs FBONX
CBARX vs FBONX Comparison
Open Charts CBARX vs FBONX
Calvert Balanced R6
Price$47.85
Change-$0.29 (-0.60%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529-F-3
Price$36.97
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets253.92B
CBARX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. CBARX (1.43B). FBONX pays higher dividends than CBARX: FBONX (2.08) vs CBARX (1.53). CBARX was incepted earlier than FBONX: CBARX (7 years) vs FBONX (5 years). CBARX (0.61) is less costly to investors than FBONX (0.30). CBARX is a more actively managed with annual turnover of: 153.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than CBARX: FBONX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 11.97 vs. FBONX (11.30).
| CBARX | FBONX | CBARX / FBONX | |
| Total Expense Ratio | 0.61 | 0.30 | 203% |
| Annual Report Gross Expense Ratio | 0.61 | 0.30 | 203% |
| Fund Existence | 7 years | 5 years | - |
| Gain YTD | 6.562 | 8.501 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 254B | 1% |
| Annual Yield % from dividends | 1.53 | 2.08 | 74% |
| Returns for 1 year | 11.97 | 11.30 | 106% |
| Returns for 3 years | 35.07 | 33.08 | 106% |
| Returns for 5 years | 37.83 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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