Interact to see
Advertisement
Advertisement
CBARX vs RLBFX
CBARX vs RLBFX Comparison
Open Charts CBARX vs RLBFX
Calvert Balanced R6
Price$48.89
Change+$0.36 (+0.74%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CBARX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBARX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. CBARX (1.43B). RLBFX pays higher dividends than CBARX: RLBFX (2.05) vs CBARX (1.51). CBARX was incepted earlier than RLBFX: CBARX (7 years) vs RLBFX (23 years). CBARX (0.61) is less costly to investors than RLBFX (0.29). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CBARX: RLBFX (250) vs CBARX (5000000). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. CBARX (8.69). RLBFX return over 5 years is better than : 41.46 vs. CBARX (38.67).
| CBARX | RLBFX | CBARX / RLBFX | |
| Total Expense Ratio | 0.61 | 0.29 | 210% |
| Annual Report Gross Expense Ratio | 0.61 | 0.29 | 210% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.200 | 11.562 | 71% |
| 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 | 2.05 | 74% |
| Returns for 1 year | 8.69 | 10.28 | 85% |
| Returns for 3 years | 42.64 | 40.92 | 104% |
| Returns for 5 years | 38.67 | 41.46 | 93% |
| Returns for 10 years | N/A | 78.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement