Interact to see
Advertisement
Advertisement
BALFX vs CBARX
BALFX vs CBARX Comparison
Open Charts BALFX vs CBARX
American Funds American Balanced F1
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Calvert Balanced R6
Price$49.35
Change+$0.33 (+0.67%)
VolumeN/A
Net Assets1.46B
BALFX vs CBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. CBARX commentary
Oct 21, 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 BALFX is a Buy and CBARX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. CBARX (1.46B). BALFX pays higher dividends than CBARX: BALFX (1.72) vs CBARX (1.50). BALFX was incepted earlier than CBARX: BALFX (25 years) vs CBARX (7 years). BALFX (0.61) and CBARX (0.61) have similar cost to investors . CBARX is a more actively managed with annual turnover of: 153.00 vs. BALFX (44.00). BALFX has a lower initial minimum investment than CBARX: BALFX (250) vs CBARX (5000000). BALFX annual gain was more profitable for investors over the last year : 9.34 vs. CBARX (5.25). BALFX return over 5 years is better than : 44.32 vs. CBARX (38.50).
| BALFX | CBARX | BALFX / CBARX | |
| Total Expense Ratio | 0.61 | 0.61 | 100% |
| Annual Report Gross Expense Ratio | 0.61 | 0.61 | 100% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 15.397 | 8.953 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.46B | 18,232% |
| Annual Yield % from dividends | 1.72 | 1.50 | 115% |
| Returns for 1 year | 9.34 | 5.25 | 178% |
| Returns for 3 years | 50.82 | 50.02 | 102% |
| Returns for 5 years | 44.32 | 38.50 | 115% |
| Returns for 10 years | 73.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement