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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$46.06
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced 529C
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
CBARX vs CLBCX Comparison Chart
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CBARX vs. CLBCX commentary
Jun 07, 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: 243B vs. CBARX (1.38B). CBARX pays higher dividends than CLBCX: CBARX (1.59) vs CLBCX (1.18). 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). CLBCX (6.15) and CBARX (5.96) have marching annual gain over last year. CBARX return over 5 years is better than : 39.48 vs. CLBCX (31.31).
| 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 | 1.689 | 4.237 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 243B | 1% |
| Annual Yield % from dividends | 1.59 | 1.18 | 134% |
| Returns for 1 year | 5.96 | 6.15 | 97% |
| Returns for 3 years | 29.84 | 21.49 | 139% |
| Returns for 5 years | 39.48 | 31.31 | 126% |
| Returns for 10 years | N/A | 59.29 | - |
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