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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$49.02
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBARX vs RLBAX Comparison Chart in %
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CBARX vs. RLBAX commentary
Oct 19, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. CBARX (1.46B). CBARX pays higher dividends than RLBAX: CBARX (1.50) vs RLBAX (1.10). CBARX was incepted earlier than RLBAX: CBARX (7 years) vs RLBAX (23 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 : 7.84 vs. CBARX (5.61). RLBAX (37.69) and CBARX (37.32) have equivalent 5 years return.
| 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 | 23 years | - |
| Gain YTD | 8.953 | 13.947 | 64% |
| 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 | 266B | 1% |
| Annual Yield % from dividends | 1.50 | 1.10 | 136% |
| Returns for 1 year | 5.61 | 7.84 | 72% |
| Returns for 3 years | 49.42 | 47.39 | 104% |
| Returns for 5 years | 37.32 | 37.69 | 99% |
| Returns for 10 years | N/A | 67.66 | - |
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