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CBARX vs RLBFX
CBARX vs RLBFX Comparison
Open Charts CBARX vs RLBFX
Calvert Balanced R6
Price$48.93
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R5
Price$38.57
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
CBARX vs RLBFX Comparison Chart in %
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CBARX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. CBARX (1.44B). 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 : 8.42 vs. CBARX (6.14). RLBFX return over 5 years is better than : 46.33 vs. CBARX (42.23).
| 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 | 8.753 | 13.390 | 65% |
| 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 | 2.05 | 74% |
| Returns for 1 year | 6.14 | 8.42 | 73% |
| Returns for 3 years | 50.60 | 52.65 | 96% |
| Returns for 5 years | 42.23 | 46.33 | 91% |
| Returns for 10 years | N/A | 86.14 | - |
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