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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$41.83
Change-$1.55 (-3.57%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced 529F
Price$32.15
Change-$1.22 (-3.66%)
VolumeN/A
Net Assets220.57B
CBARX vs CLBFX Comparison Chart
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CBARX vs. CLBFX commentary
Apr 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 Hold and CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 221B vs. CBARX (1.34B). CLBFX pays higher dividends than CBARX: CLBFX (2.14) vs CBARX (1.65). CBARX was incepted earlier than CLBFX: CBARX (6 years) vs CLBFX (23 years). CLBFX (0.68) is less costly to investors than CBARX (0.61). CLBFX is a more actively managed with annual turnover of: 171.00 vs. CBARX (153.00). 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 : 0.49 vs. CLBFX (-1.48). CBARX return over 5 years is better than : 48.79 vs. CLBFX (43.85).
| CBARX | CLBFX | CBARX / CLBFX | |
| Total Expense Ratio | 0.61 | 0.68 | 90% |
| Annual Report Gross Expense Ratio | 0.61 | 0.68 | 90% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -7.790 | -5.694 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 221B | 1% |
| Annual Yield % from dividends | 1.65 | 2.14 | 77% |
| Returns for 1 year | 0.49 | -1.48 | -33% |
| Returns for 3 years | 10.04 | 7.86 | 128% |
| Returns for 5 years | 48.79 | 43.85 | 111% |
| Returns for 10 years | N/A | 56.96 | - |
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