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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$48.16
Change+$0.19 (+0.40%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B 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). CBARX annual gain was more profitable for investors over the last year : 10.25 vs. CLBCX (9.42). CBARX return over 5 years is better than : 41.76 vs. CLBCX (36.20).
| CBARX | CLBCX | CBARX / CLBCX | |
| Total Expense Ratio | 0.61 | 1.35 | 45% |
| Annual Report Gross Expense Ratio | 0.61 | 1.35 | 45% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 6.607 | 8.536 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 1.55 | 1.13 | 137% |
| Returns for 1 year | 10.25 | 9.42 | 109% |
| Returns for 3 years | 39.81 | 32.73 | 122% |
| Returns for 5 years | 41.76 | 36.20 | 115% |
| Returns for 10 years | N/A | 64.69 | - |
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