CBARX
Price
$46.89
Change
+$0.07 (+0.15%)
Updated
Jun 26 closing price
Net Assets
1.37B
CLBFX
Price
$36.29
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
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CBARX vs CLBFX

Header iconCBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFXBanner chart's image
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.

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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.
CBARXCLBFXCBARX / CLBFX
Total Expense Ratio0.610.6791%
Annual Report Gross Expense Ratio0.610.6791%
Fund Existence6 years23 years-
Gain YTD3.2106.81547%
Front LoadN/AN/A-
Min. Initial Investment50000002502,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.38B248B1%
Annual Yield % from dividends1.592.0777%
Returns for 1 year5.437.5472%
Returns for 3 years36.0334.34105%
Returns for 5 years44.2445.7697%
Returns for 10 yearsN/A79.61-
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