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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$48.89
Change+$0.36 (+0.74%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Sep 08, 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: 259B vs. CBARX (1.43B). CBARX pays higher dividends than CLBCX: CBARX (1.51) vs CLBCX (1.11). 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 : 9.15 vs. CBARX (8.69). CBARX return over 5 years is better than : 38.67 vs. CLBCX (36.30).
| 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 | 8.200 | 10.785 | 76% |
| 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 | 259B | 1% |
| Annual Yield % from dividends | 1.51 | 1.11 | 137% |
| Returns for 1 year | 8.69 | 9.15 | 95% |
| Returns for 3 years | 42.64 | 37.75 | 113% |
| Returns for 5 years | 38.67 | 36.30 | 107% |
| Returns for 10 years | N/A | 74.80 | - |
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