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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$49.02
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Oct 19, 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 Hold and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. CBARX (1.46B). CBARX pays higher dividends than CLBCX: CBARX (1.50) vs CLBCX (1.06). CBARX was incepted earlier than CLBCX: CBARX (7 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than CBARX: CLBCX (250) vs CBARX (5000000). CLBCX annual gain was more profitable for investors over the last year : 7.87 vs. CBARX (5.61). CLBCX (38.56) and CBARX (37.32) have equivalent 5 years return.
| CBARX | CLBCX | CBARX / CLBCX | |
| Total Expense Ratio | 0.61 | 1.35 | 45% |
| Annual Report Gross Expense Ratio | 0.61 | 1.35 | 45% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 8.953 | 13.912 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.50 | 1.06 | 142% |
| Returns for 1 year | 5.61 | 7.87 | 71% |
| Returns for 3 years | 49.42 | 47.86 | 103% |
| Returns for 5 years | 37.32 | 38.56 | 97% |
| Returns for 10 years | N/A | 74.34 | - |
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