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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$49.73
Change-$0.59 (-1.17%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Nov 14, 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: 269B vs. CBARX (1.48B). CBARX pays higher dividends than CLBCX: CBARX (1.47) vs CLBCX (1.04). 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 : 7.92 vs. CBARX (5.57). CBARX (36.77) and CLBCX (36.11) 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 | 10.531 | 14.029 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 269B | 1% |
| Annual Yield % from dividends | 1.47 | 1.04 | 142% |
| Returns for 1 year | 5.57 | 7.92 | 70% |
| Returns for 3 years | 46.50 | 40.07 | 116% |
| Returns for 5 years | 36.77 | 36.11 | 102% |
| Returns for 10 years | N/A | 73.04 | - |
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