Interact to see
Advertisement
Advertisement
CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$48.29
Change-$1.07 (-2.17%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
CBARX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBARX vs. RLBAX commentary
Feb 04, 2026
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 RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. CBARX (1.46B). CBARX pays higher dividends than RLBAX: CBARX (1.57) vs RLBAX (1.22). CBARX was incepted earlier than RLBAX: CBARX (7 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CBARX: RLBAX (250) vs CBARX (5000000). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. CBARX (6.06). RLBAX return over 5 years is better than : 31.35 vs. CBARX (28.25).
| CBARX | RLBAX | CBARX / RLBAX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.31 | 47% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -0.289 | 2.371 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 270B | 1% |
| Annual Yield % from dividends | 1.57 | 1.22 | 129% |
| Returns for 1 year | 6.06 | 10.45 | 58% |
| Returns for 3 years | 38.20 | 33.63 | 114% |
| Returns for 5 years | 28.25 | 31.35 | 90% |
| Returns for 10 years | N/A | 79.34 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NSI | 36.32 | 0.18 | +0.50% |
| National Security Emerging Mkts Idx ETF | |||
| HYZD | 22.60 | 0.04 | +0.18% |
| WisdomTree Interest Rt Hdg Hi Yld Bd ETF | |||
| BSJX | 25.51 | N/A | +0.01% |
| Invesco BulletShares 2033 Hi YldCrpBdETF | |||
| FXH | 114.04 | -0.68 | -0.59% |
| First Trust Health Care AlphaDEX® ETF | |||
| VOO | 634.15 | -5.53 | -0.86% |
| Vanguard S&P 500 ETF | |||