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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$50.62
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. CBARX (1.5B). CBARX pays higher dividends than CLBCX: CBARX (1.45) vs CLBCX (1.02). 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 : 8.57 vs. CBARX (6.54). CBARX return over 5 years is better than : 35.66 vs. CLBCX (31.60).
| 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 | 12.376 | 10.024 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 269B | 1% |
| Annual Yield % from dividends | 1.45 | 1.02 | 142% |
| Returns for 1 year | 6.54 | 8.57 | 76% |
| Returns for 3 years | 48.98 | 34.81 | 141% |
| Returns for 5 years | 35.66 | 31.60 | 113% |
| Returns for 10 years | N/A | 72.29 | - |
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