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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$45.21
Change-$0.50 (-1.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529C
Price$34.75
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
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CBARX vs CLBCX Comparison Chart
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CBARX vs. CLBCX commentary
Sep 08, 2024
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: 228B vs. CBARX (1.33B). CBARX pays higher dividends than CLBCX: CBARX (2.44) vs CLBCX (1.52). CBARX was incepted earlier than CLBCX: CBARX (6 years) vs CLBCX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). 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 : 21.75 vs. CLBCX (17.88). CBARX return over 5 years is better than : 40.35 vs. CLBCX (33.04).
| CBARX | CLBCX | CBARX / CLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 14.592 | 10.298 | 142% |
| 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 | 228B | 1% |
| Annual Yield % from dividends | 2.44 | 1.52 | 161% |
| Returns for 1 year | 21.75 | 17.88 | 122% |
| Returns for 3 years | 7.84 | 7.90 | 99% |
| Returns for 5 years | 40.35 | 33.04 | 122% |
| Returns for 10 years | N/A | 49.48 | - |