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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$49.73
Change-$0.59 (-1.17%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
CBARX vs CLBFX Comparison Chart in %
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CBARX vs. CLBFX commentary
Nov 14, 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 Hold and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. CBARX (1.48B). CLBFX pays higher dividends than CBARX: CLBFX (1.86) vs CBARX (1.47). 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 : 8.91 vs. CBARX (5.57). CLBFX return over 5 years is better than : 42.56 vs. CBARX (36.77).
| 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 | 10.531 | 14.974 | 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 | 1.48B | 269B | 1% |
| Annual Yield % from dividends | 1.47 | 1.86 | 79% |
| Returns for 1 year | 5.57 | 8.91 | 63% |
| Returns for 3 years | 46.50 | 44.01 | 106% |
| Returns for 5 years | 36.77 | 42.56 | 86% |
| Returns for 10 years | N/A | 90.28 | - |
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