Ad is loading...
CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$41.83
Change-$1.55 (-3.57%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced 529C
Price$32.24
Change-$1.23 (-3.67%)
VolumeN/A
Net Assets220.57B
CBARX vs CLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBARX vs. CLBCX commentary
Apr 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 Hold and CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 221B vs. CBARX (1.34B). CBARX pays higher dividends than CLBCX: CBARX (1.65) vs CLBCX (1.22). CBARX was incepted earlier than CLBCX: CBARX (6 years) vs CLBCX (23 years). CLBCX (1.37) is less costly to investors than CBARX (0.61). CLBCX is a more actively managed with annual turnover of: 171.00 vs. CBARX (153.00). 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 : 0.49 vs. CLBCX (-2.39). CBARX return over 5 years is better than : 48.79 vs. CLBCX (37.32).
| CBARX | CLBCX | CBARX / CLBCX | |
| Total Expense Ratio | 0.61 | 1.37 | 45% |
| Annual Report Gross Expense Ratio | 0.61 | 1.37 | 45% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -7.790 | -5.945 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 221B | 1% |
| Annual Yield % from dividends | 1.65 | 1.22 | 135% |
| Returns for 1 year | 0.49 | -2.39 | -21% |
| Returns for 3 years | 10.04 | 4.91 | 204% |
| Returns for 5 years | 48.79 | 37.32 | 131% |
| Returns for 10 years | N/A | 42.64 | - |