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CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$48.89
Change+$0.36 (+0.74%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CBARX vs RLBCX Comparison Chart in %
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CBARX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. CBARX (1.43B). 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 : 9.58 vs. CBARX (8.69). CBARX (38.67) and RLBCX (37.90) 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 | 8.200 | 11.127 | 74% |
| 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 | 1.53 | 99% |
| Returns for 1 year | 8.69 | 9.58 | 91% |
| Returns for 3 years | 42.64 | 38.72 | 110% |
| Returns for 5 years | 38.67 | 37.90 | 102% |
| Returns for 10 years | N/A | 72.02 | - |
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