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BALFX vs CBARX
BALFX vs CBARX Comparison
Open Charts BALFX vs CBARX
American Funds American Balanced F1
Price$38.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
Calvert Balanced R6
Price$49.31
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets1.44B
BALFX vs CBARX Comparison Chart in %
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BALFX vs. CBARX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. CBARX (1.44B). BALFX pays higher dividends than CBARX: BALFX (1.77) vs CBARX (1.51). 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 : 9.51 vs. CBARX (7.54). BALFX (42.46) and CBARX (41.52) have equivalent 5 years return.
| 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 | 13.207 | 9.307 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.44B | 18,289% |
| Annual Yield % from dividends | 1.77 | 1.51 | 117% |
| Returns for 1 year | 9.51 | 7.54 | 126% |
| Returns for 3 years | 43.16 | 45.10 | 96% |
| Returns for 5 years | 42.46 | 41.52 | 102% |
| Returns for 10 years | 79.10 | N/A | - |
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