CBARX
Price
$46.89
Change
+$0.07 (+0.15%)
Updated
Jun 26 closing price
Net Assets
1.37B
CLBCX
Price
$36.40
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
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CBARX vs CLBCX

Header iconCBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCXBanner chart's image
Calvert Balanced R6
Price$46.89
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
CBARX vs CLBCX Comparison Chart in %
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CBARX vs. CLBCX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 248B 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 annual gain was more profitable for investors over the last year : 6.56 vs. CBARX (5.43). CBARX return over 5 years is better than : 44.24 vs. CLBCX (39.16).
CBARXCLBCXCBARX / CLBCX
Total Expense Ratio0.611.3545%
Annual Report Gross Expense Ratio0.611.3545%
Fund Existence6 years23 years-
Gain YTD3.2106.31651%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.38B248B1%
Annual Yield % from dividends1.591.18134%
Returns for 1 year5.436.5683%
Returns for 3 years36.0330.69117%
Returns for 5 years44.2439.16113%
Returns for 10 yearsN/A63.30-
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