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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$47.04
Change-$0.60 (-1.26%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
CBARX vs CLBCX Comparison Chart
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CBARX vs. CLBCX commentary
Nov 18, 2024
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 StrongSell and CLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. CBARX (1.34B). CBARX pays higher dividends than CLBCX: CBARX (2.44) vs CLBCX (1.52). CBARX was incepted earlier than CLBCX: CBARX (6 years) vs CLBCX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). 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 : 24.46 vs. CLBCX (19.97). CBARX return over 5 years is better than : 42.97 vs. CLBCX (32.31).
| CBARX | CLBCX | CBARX / CLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 18.425 | 13.278 | 139% |
| 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 | 236B | 1% |
| Annual Yield % from dividends | 2.44 | 1.52 | 161% |
| Returns for 1 year | 24.46 | 19.97 | 122% |
| Returns for 3 years | 9.74 | 9.41 | 104% |
| Returns for 5 years | 42.97 | 32.31 | 133% |
| Returns for 10 years | N/A | 51.34 | - |
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