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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$48.89
Change+$0.36 (+0.74%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CBARX vs CLBFX Comparison Chart in %
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CBARX vs. CLBFX 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. CBARX (1.43B). CLBFX pays higher dividends than CBARX: CLBFX (1.94) vs CBARX (1.51). CBARX was incepted earlier than CLBFX: CBARX (7 years) vs CLBFX (23 years). CLBFX (0.67) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than CBARX: CLBFX (250) vs CBARX (5000000). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. CBARX (8.69). CLBFX return over 5 years is better than : 42.70 vs. CBARX (38.67).
| CBARX | CLBFX | CBARX / CLBFX | |
| Total Expense Ratio | 0.61 | 0.67 | 91% |
| Annual Report Gross Expense Ratio | 0.61 | 0.67 | 91% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.200 | 11.495 | 71% |
| 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 | 1.94 | 78% |
| Returns for 1 year | 8.69 | 10.11 | 86% |
| Returns for 3 years | 42.64 | 41.65 | 102% |
| Returns for 5 years | 38.67 | 42.70 | 91% |
| Returns for 10 years | N/A | 92.18 | - |