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CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$48.93
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R3
Price$38.26
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CBARX vs RLBCX Comparison Chart in %
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CBARX vs. RLBCX 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. CBARX (1.44B). RLBCX (1.53) and CBARX (1.51) have matching dividends . CBARX was incepted earlier than RLBCX: CBARX (7 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CBARX: RLBCX (250) vs CBARX (5000000). RLBCX annual gain was more profitable for investors over the last year : 7.77 vs. CBARX (6.14). RLBCX (42.60) and CBARX (42.23) have equivalent 5 years return.
| CBARX | RLBCX | CBARX / RLBCX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.753 | 12.918 | 68% |
| 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 | 1.53 | 99% |
| Returns for 1 year | 6.14 | 7.77 | 79% |
| Returns for 3 years | 50.60 | 50.08 | 101% |
| Returns for 5 years | 42.23 | 42.60 | 99% |
| Returns for 10 years | N/A | 79.23 | - |