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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$48.72
Change+$0.13 (+0.27%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced 529F
Price$37.62
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
CBARX vs CLBFX Comparison Chart in %
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CBARX vs. CLBFX commentary
Aug 30, 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: 255B vs. CBARX (1.43B). CLBFX pays higher dividends than CBARX: CLBFX (1.97) vs CBARX (1.53). CBARX was incepted earlier than CLBFX: CBARX (7 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 : 8.22 vs. CBARX (7.09). CLBFX return over 5 years is better than : 40.33 vs. CBARX (35.51).
| CBARX | CLBFX | CBARX / CLBFX | |
| Total Expense Ratio | 0.61 | 0.67 | 91% |
| Annual Report Gross Expense Ratio | 0.61 | 0.67 | 91% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 7.558 | 10.730 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 255B | 1% |
| Annual Yield % from dividends | 1.53 | 1.97 | 78% |
| Returns for 1 year | 7.09 | 8.22 | 86% |
| Returns for 3 years | 39.12 | 37.31 | 105% |
| Returns for 5 years | 35.51 | 40.33 | 88% |
| Returns for 10 years | N/A | 90.86 | - |
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