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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$48.89
Change+$0.36 (+0.74%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CBARX vs RLBAX Comparison Chart in %
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CBARX vs. RLBAX commentary
Sep 08, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. CBARX (1.43B). CBARX pays higher dividends than RLBAX: CBARX (1.51) vs RLBAX (1.15). 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 (9.12) and CBARX (8.69) have marching annual gain over last year. CBARX return over 5 years is better than : 38.67 vs. RLBAX (35.40).
| 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 | 8.200 | 10.805 | 76% |
| 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 | 259B | 1% |
| Annual Yield % from dividends | 1.51 | 1.15 | 132% |
| Returns for 1 year | 8.69 | 9.12 | 95% |
| Returns for 3 years | 42.64 | 37.15 | 115% |
| Returns for 5 years | 38.67 | 35.40 | 109% |
| Returns for 10 years | N/A | 67.71 | - |
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