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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$48.40
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Aug 18, 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. CBARX (1.43B). CBARX pays higher dividends than CLBCX: CBARX (1.53) vs CLBCX (1.12). 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). CBARX (7.41) and CLBCX (7.14) have marching annual gain over last year. CBARX return over 5 years is better than : 38.42 vs. CLBCX (34.64).
| 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 | 7.138 | 9.208 | 78% |
| 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 | 256B | 1% |
| Annual Yield % from dividends | 1.53 | 1.12 | 136% |
| Returns for 1 year | 7.41 | 7.14 | 104% |
| Returns for 3 years | 32.62 | 27.58 | 118% |
| Returns for 5 years | 38.42 | 34.64 | 111% |
| Returns for 10 years | N/A | 65.77 | - |
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