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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$48.40
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBARX vs CLBFX Comparison Chart in %
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CBARX vs. CLBFX commentary
Aug 18, 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: 256B vs. CBARX (1.43B). CLBFX pays higher dividends than CBARX: CLBFX (1.97) vs CBARX (1.53). 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 : 8.11 vs. CBARX (7.41). CLBFX return over 5 years is better than : 40.98 vs. CBARX (38.42).
| 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 | 7.138 | 9.847 | 72% |
| 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 | 256B | 1% |
| Annual Yield % from dividends | 1.53 | 1.97 | 78% |
| Returns for 1 year | 7.41 | 8.11 | 91% |
| Returns for 3 years | 32.62 | 31.15 | 105% |
| Returns for 5 years | 38.42 | 40.98 | 94% |
| Returns for 10 years | N/A | 82.32 | - |
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