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CBARX vs CLBFX
CBARX vs CLBFX Comparison
Open Charts CBARX vs CLBFX
Calvert Balanced R6
Price$44.58
Change-$0.05 (-0.11%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced 529F
Price$34.23
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
CBARX vs CLBFX Comparison Chart
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CBARX vs. CLBFX commentary
May 12, 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: 234B vs. CBARX (1.33B). CLBFX pays higher dividends than CBARX: CLBFX (2.15) vs CBARX (1.64). 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). CBARX annual gain was more profitable for investors over the last year : 5.95 vs. CLBFX (4.36). CBARX return over 5 years is better than : 42.19 vs. CLBFX (39.57).
| 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 | -1.728 | 0.407 | -425% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 234B | 1% |
| Annual Yield % from dividends | 1.64 | 2.15 | 77% |
| Returns for 1 year | 5.95 | 4.36 | 136% |
| Returns for 3 years | 27.84 | 23.41 | 119% |
| Returns for 5 years | 42.19 | 39.57 | 107% |
| Returns for 10 years | N/A | 66.11 | - |
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