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CBARX vs RAMHX
CBARX vs RAMHX Comparison
Open Charts CBARX vs RAMHX
Calvert Balanced R6
Price$48.72
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R2E
Price$37.51
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
CBARX vs RAMHX Comparison Chart in %
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CBARX vs. RAMHX commentary
Aug 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CBARX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 255B vs. CBARX (1.43B). CBARX pays higher dividends than RAMHX: CBARX (1.53) vs RAMHX (1.42). CBARX was incepted earlier than RAMHX: CBARX (7 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than CBARX: RAMHX (250) vs CBARX (5000000). RAMHX annual gain was more profitable for investors over the last year : 7.55 vs. CBARX (7.09). CBARX (35.51) and RAMHX (34.78) have equivalent 5 years return.
| CBARX | RAMHX | CBARX / RAMHX | |
| Total Expense Ratio | 0.61 | 1.04 | 59% |
| Annual Report Gross Expense Ratio | 0.61 | 1.04 | 59% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 7.558 | 10.270 | 74% |
| 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 | 255B | 1% |
| Annual Yield % from dividends | 1.53 | 1.42 | 108% |
| Returns for 1 year | 7.09 | 7.55 | 94% |
| Returns for 3 years | 39.12 | 33.96 | 115% |
| Returns for 5 years | 35.51 | 34.78 | 102% |
| Returns for 10 years | N/A | 68.93 | - |
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