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BALFX vs CBARX
BALFX vs CBARX Comparison
Open Charts BALFX vs CBARX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Calvert Balanced R6
Price$47.45
Change+$0.25 (+0.53%)
VolumeN/A
Net Assets1.42B
BALFX vs CBARX Comparison Chart in %
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BALFX vs. CBARX commentary
Jul 05, 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: 252B vs. CBARX (1.42B). BALFX pays higher dividends than CBARX: BALFX (1.81) vs CBARX (1.55). BALFX was incepted earlier than CBARX: BALFX (24 years) vs CBARX (6 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 : 7.83 vs. CBARX (6.73). CBARX (43.32) and BALFX (41.29) 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 | 24 years | 6 years | - |
| Gain YTD | 8.075 | 5.035 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.42B | 17,784% |
| Annual Yield % from dividends | 1.81 | 1.55 | 116% |
| Returns for 1 year | 7.83 | 6.73 | 116% |
| Returns for 3 years | 35.03 | 39.00 | 90% |
| Returns for 5 years | 41.29 | 43.32 | 95% |
| Returns for 10 years | 64.94 | N/A | - |