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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$44.58
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced 529C
Price$34.30
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
CBARX vs CLBCX Comparison Chart
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CBARX vs. CLBCX commentary
May 12, 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 234B vs. CBARX (1.33B). CBARX pays higher dividends than CLBCX: CBARX (1.64) vs CLBCX (1.23). CBARX was incepted earlier than CLBCX: CBARX (6 years) vs CLBCX (23 years). CLBCX (1.35) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than CBARX: CLBCX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 5.95 vs. CLBCX (3.45). CBARX return over 5 years is better than : 42.19 vs. CLBCX (33.25).
| CBARX | CLBCX | CBARX / CLBCX | |
| Total Expense Ratio | 0.61 | 1.35 | 45% |
| Annual Report Gross Expense Ratio | 0.61 | 1.35 | 45% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -1.728 | 0.065 | -2,663% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 234B | 1% |
| Annual Yield % from dividends | 1.64 | 1.23 | 134% |
| Returns for 1 year | 5.95 | 3.45 | 172% |
| Returns for 3 years | 27.84 | 20.05 | 139% |
| Returns for 5 years | 42.19 | 33.25 | 127% |
| Returns for 10 years | N/A | 51.02 | - |
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