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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$48.93
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. CBARX (1.44B). 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 : 7.19 vs. CBARX (6.14). CBARX (42.23) and CLBCX (40.81) 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 | 8.753 | 12.421 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 1.51 | 1.11 | 137% |
| Returns for 1 year | 6.14 | 7.19 | 85% |
| Returns for 3 years | 50.60 | 48.53 | 104% |
| Returns for 5 years | 42.23 | 40.81 | 103% |
| Returns for 10 years | N/A | 81.37 | - |