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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$49.37
Change+$0.40 (+0.82%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced 529C
Price$38.63
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets260.98B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Nov 22, 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 Hold and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 261B vs. CBARX (1.48B). CBARX pays higher dividends than CLBCX: CBARX (1.47) vs CLBCX (1.04). 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 annual gain was more profitable for investors over the last year : 7.49 vs. CBARX (4.53). CBARX (35.54) and CLBCX (34.96) 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 | 8.842 | 12.918 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 261B | 1% |
| Annual Yield % from dividends | 1.47 | 1.04 | 142% |
| Returns for 1 year | 4.53 | 7.49 | 60% |
| Returns for 3 years | 42.29 | 36.95 | 114% |
| Returns for 5 years | 35.54 | 34.96 | 102% |
| Returns for 10 years | N/A | 69.37 | - |
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