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CBARX vs RLBFX
CBARX vs RLBFX Comparison
Open Charts CBARX vs RLBFX
Calvert Balanced R6
Price$48.40
Change-$0.12 (-0.25%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CBARX vs RLBFX Comparison Chart in %
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CBARX vs. RLBFX commentary
Aug 18, 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: 256B vs. CBARX (1.43B). RLBFX pays higher dividends than CBARX: RLBFX (2.08) vs CBARX (1.53). 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 : 8.29 vs. CBARX (7.41). RLBFX (39.76) and CBARX (38.42) have equivalent 5 years return.
| 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 | 7.138 | 9.922 | 72% |
| 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 | 256B | 1% |
| Annual Yield % from dividends | 1.53 | 2.08 | 74% |
| Returns for 1 year | 7.41 | 8.29 | 89% |
| Returns for 3 years | 32.62 | 30.56 | 107% |
| Returns for 5 years | 38.42 | 39.76 | 97% |
| Returns for 10 years | N/A | 69.21 | - |
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