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CBARX vs RLBAX
CBARX vs RLBAX Comparison
Open Charts CBARX vs RLBAX
Calvert Balanced R6
Price$48.93
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
CBARX vs RLBAX Comparison Chart in %
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CBARX vs. RLBAX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. CBARX (1.44B). 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 annual gain was more profitable for investors over the last year : 7.27 vs. CBARX (6.14). CBARX return over 5 years is better than : 42.23 vs. RLBAX (40.00).
| 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 | 8.753 | 12.531 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 1.51 | 1.15 | 132% |
| Returns for 1 year | 6.14 | 7.27 | 84% |
| Returns for 3 years | 50.60 | 48.19 | 105% |
| Returns for 5 years | 42.23 | 40.00 | 106% |
| Returns for 10 years | N/A | 74.51 | - |