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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$48.72
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Aug 30, 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: 255B vs. CBARX (1.43B). CBARX pays higher dividends than CLBCX: CBARX (1.53) vs CLBCX (1.12). CBARX was incepted earlier than CLBCX: CBARX (7 years) vs CLBCX (24 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 (7.27) and CBARX (7.09) have marching annual gain over last year. CBARX (35.51) and CLBCX (34.02) have equivalent 5 years return.
| CBARX | CLBCX | CBARX / CLBCX | |
| Total Expense Ratio | 0.61 | 1.35 | 45% |
| Annual Report Gross Expense Ratio | 0.61 | 1.35 | 45% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 7.558 | 10.055 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 255B | 1% |
| Annual Yield % from dividends | 1.53 | 1.12 | 136% |
| Returns for 1 year | 7.09 | 7.27 | 97% |
| Returns for 3 years | 39.12 | 33.57 | 117% |
| Returns for 5 years | 35.51 | 34.02 | 104% |
| Returns for 10 years | N/A | 73.57 | - |