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CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$47.27
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.31
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CBARX vs RLBCX Comparison Chart
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CBARX vs. RLBCX commentary
Oct 18, 2024
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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. CBARX (1.35B). CBARX pays higher dividends than RLBCX: CBARX (2.44) vs RLBCX (1.98). CBARX was incepted earlier than RLBCX: CBARX (6 years) vs RLBCX (22 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 : 29.37 vs. RLBCX (24.91). CBARX return over 5 years is better than : 47.16 vs. RLBCX (39.05).
| CBARX | RLBCX | CBARX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 19.005 | 15.047 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35B | 238B | 1% |
| Annual Yield % from dividends | 2.44 | 1.98 | 124% |
| Returns for 1 year | 29.37 | 24.91 | 118% |
| Returns for 3 years | 12.94 | 13.71 | 94% |
| Returns for 5 years | 47.16 | 39.05 | 121% |
| Returns for 10 years | N/A | 58.08 | - |
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