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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$46.06
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced 529F
Price$35.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
CBARX vs CLBFX Comparison Chart
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CBARX vs. CLBFX commentary
Jun 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 Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. CBARX (1.38B). CLBFX pays higher dividends than CBARX: CLBFX (2.07) vs CBARX (1.59). CBARX was incepted earlier than CLBFX: CBARX (6 years) vs CLBFX (23 years). CLBFX (0.67) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than CBARX: CLBFX (250) vs CBARX (5000000). CLBFX annual gain was more profitable for investors over the last year : 7.12 vs. CBARX (5.96). CBARX return over 5 years is better than : 39.48 vs. CLBFX (37.52).
| CBARX | CLBFX | CBARX / CLBFX | |
| Total Expense Ratio | 0.61 | 0.67 | 91% |
| Annual Report Gross Expense Ratio | 0.61 | 0.67 | 91% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.689 | 4.660 | 36% |
| 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 | 243B | 1% |
| Annual Yield % from dividends | 1.59 | 2.07 | 77% |
| Returns for 1 year | 5.96 | 7.12 | 84% |
| Returns for 3 years | 29.84 | 24.88 | 120% |
| Returns for 5 years | 39.48 | 37.52 | 105% |
| Returns for 10 years | N/A | 75.19 | - |
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