Interact to see
Advertisement
Advertisement
CBARX vs RLBFX
CBARX vs RLBFX Comparison
Open Charts CBARX vs RLBFX
Calvert Balanced R6
Price$49.02
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBARX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBARX vs. RLBFX commentary
Oct 19, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. CBARX (1.46B). RLBFX pays higher dividends than CBARX: RLBFX (2.00) vs CBARX (1.50). 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 : 9.05 vs. CBARX (5.61). RLBFX return over 5 years is better than : 43.90 vs. CBARX (37.32).
| 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 | 8.953 | 14.890 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.50 | 2.00 | 75% |
| Returns for 1 year | 5.61 | 9.05 | 62% |
| Returns for 3 years | 49.42 | 51.85 | 95% |
| Returns for 5 years | 37.32 | 43.90 | 85% |
| Returns for 10 years | N/A | 78.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement