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CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$46.08
Change+$0.27 (+0.59%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
CBARX vs RLBCX Comparison Chart
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CBARX vs. RLBCX commentary
Jan 19, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. CBARX (1.38B). CBARX pays higher dividends than RLBCX: CBARX (2.44) vs RLBCX (1.98). CBARX was incepted earlier than RLBCX: CBARX (6 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). RLBCX has a lower initial minimum investment than CBARX: RLBCX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 15.76 vs. RLBCX (11.92). CBARX return over 5 years is better than : 36.83 vs. RLBCX (28.12).
| CBARX | RLBCX | CBARX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.186 | 1.935 | 61% |
| 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 | 240B | 1% |
| Annual Yield % from dividends | 2.44 | 1.98 | 124% |
| Returns for 1 year | 15.76 | 11.92 | 132% |
| Returns for 3 years | 19.14 | 11.58 | 165% |
| Returns for 5 years | 36.83 | 28.12 | 131% |
| Returns for 10 years | N/A | 53.41 | - |
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