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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$46.89
Change+$0.07 (+0.15%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
CBARX vs CLBFX Comparison Chart in %
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CBARX vs. CLBFX commentary
Jun 27, 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: 248B 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 : 7.54 vs. CBARX (5.43). CLBFX (45.76) and CBARX (44.24) have equivalent 5 years return.
| 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 | 3.210 | 6.815 | 47% |
| 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 | 248B | 1% |
| Annual Yield % from dividends | 1.59 | 2.07 | 77% |
| Returns for 1 year | 5.43 | 7.54 | 72% |
| Returns for 3 years | 36.03 | 34.34 | 105% |
| Returns for 5 years | 44.24 | 45.76 | 97% |
| Returns for 10 years | N/A | 79.61 | - |
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