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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$46.59
Change+$0.32 (+0.69%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
CBARX vs CLBFX Comparison Chart
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CBARX vs. CLBFX commentary
Jan 31, 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 StrongBuy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. CBARX (1.38B). CBARX (2.44) and CLBFX (2.39) have matching dividends . CBARX was incepted earlier than CLBFX: CBARX (6 years) vs CLBFX (22 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). CLBFX has a lower initial minimum investment than CBARX: CLBFX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 15.64 vs. CLBFX (12.27). CBARX return over 5 years is better than : 40.03 vs. CLBFX (36.74).
| CBARX | CLBFX | CBARX / CLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 2.306 | 3.128 | 74% |
| 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 | 241B | 1% |
| Annual Yield % from dividends | 2.44 | 2.39 | 102% |
| Returns for 1 year | 15.64 | 12.27 | 127% |
| Returns for 3 years | 21.94 | 16.76 | 131% |
| Returns for 5 years | 40.03 | 36.74 | 109% |
| Returns for 10 years | N/A | 74.28 | - |