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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$48.29
Change-$1.07 (-2.17%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. CBARX (1.46B). CBARX pays higher dividends than CLBCX: CBARX (1.57) vs CLBCX (1.19). 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 : 10.51 vs. CBARX (6.06). CLBCX return over 5 years is better than : 32.27 vs. CBARX (28.25).
| 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 | -0.289 | 2.375 | -12% |
| 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 | 270B | 1% |
| Annual Yield % from dividends | 1.57 | 1.19 | 133% |
| Returns for 1 year | 6.06 | 10.51 | 58% |
| Returns for 3 years | 38.20 | 33.67 | 113% |
| Returns for 5 years | 28.25 | 32.27 | 88% |
| Returns for 10 years | N/A | 86.26 | - |
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