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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$47.45
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CBARX vs CLBFX Comparison Chart in %
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CBARX vs. CLBFX commentary
Jul 06, 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: 252B vs. CBARX (1.42B). CLBFX pays higher dividends than CBARX: CLBFX (1.99) vs CBARX (1.55). CBARX was incepted earlier than CLBFX: CBARX (6 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 : 8.02 vs. CBARX (6.73). CLBFX (44.49) and CBARX (43.32) have equivalent 5 years return.
| CBARX | CLBFX | CBARX / CLBFX | |
| Total Expense Ratio | 0.61 | 0.67 | 91% |
| Annual Report Gross Expense Ratio | 0.61 | 0.67 | 91% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 5.035 | 8.169 | 62% |
| 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 | 252B | 1% |
| Annual Yield % from dividends | 1.55 | 1.99 | 78% |
| Returns for 1 year | 6.73 | 8.02 | 84% |
| Returns for 3 years | 39.00 | 36.80 | 106% |
| Returns for 5 years | 43.32 | 44.49 | 97% |
| Returns for 10 years | N/A | 81.14 | - |
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