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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$50.56
Change+$0.13 (+0.26%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
CBARX vs CLBFX Comparison Chart in %
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CBARX vs. CLBFX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. CBARX (1.5B). CLBFX pays higher dividends than CBARX: CLBFX (1.83) vs CBARX (1.45). 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 : 9.28 vs. CBARX (6.54). CLBFX (37.42) and CBARX (35.66) 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 | 7 years | 23 years | - |
| Gain YTD | 12.376 | 10.722 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 269B | 1% |
| Annual Yield % from dividends | 1.45 | 1.83 | 80% |
| Returns for 1 year | 6.54 | 9.28 | 70% |
| Returns for 3 years | 48.98 | 38.20 | 128% |
| Returns for 5 years | 35.66 | 37.42 | 95% |
| Returns for 10 years | N/A | 88.92 | - |
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