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CBARX vs CLBCX
CBARX vs CLBCX Comparison
Open Charts CBARX vs CLBCX
Calvert Balanced R6
Price$46.08
Change+$0.27 (+0.59%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
CBARX vs CLBCX Comparison Chart
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CBARX vs. CLBCX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. CBARX (1.38B). 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 : 15.76 vs. CLBCX (11.42). CBARX return over 5 years is better than : 36.83 vs. CLBCX (26.62).
| 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 | 1.186 | 1.894 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 240B | 1% |
| Annual Yield % from dividends | 2.44 | 1.52 | 161% |
| Returns for 1 year | 15.76 | 11.42 | 138% |
| Returns for 3 years | 19.14 | 11.24 | 170% |
| Returns for 5 years | 36.83 | 26.62 | 138% |
| Returns for 10 years | N/A | 56.78 | - |
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