CBARX
Price
$47.45
Change
+$0.25 (+0.53%)
Updated
Jul 3 closing price
Net Assets
1.42B
CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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CBARX vs CLBCX

Header iconCBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCXBanner chart's image
Calvert Balanced R6
Price$47.45
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. CBARX (1.42B). CBARX pays higher dividends than CLBCX: CBARX (1.55) vs CLBCX (1.13). CBARX was incepted earlier than CLBCX: CBARX (6 years) vs CLBCX (23 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 (7.04) and CBARX (6.73) have marching annual gain over last year. CBARX return over 5 years is better than : 43.32 vs. CLBCX (37.95).
CBARXCLBCXCBARX / CLBCX
Total Expense Ratio0.611.3545%
Annual Report Gross Expense Ratio0.611.3545%
Fund Existence6 years23 years-
Gain YTD5.0357.66066%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.42B252B1%
Annual Yield % from dividends1.551.13137%
Returns for 1 year6.737.0495%
Returns for 3 years39.0033.08118%
Returns for 5 years43.3237.95114%
Returns for 10 yearsN/A64.69-
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