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CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$49.06
Change+$0.47 (+0.97%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R3
Price$38.65
Change+$0.56 (+1.47%)
VolumeN/A
Net Assets265.18B
CBARX vs RLBCX Comparison Chart in %
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CBARX vs. RLBCX commentary
Oct 15, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. CBARX (1.46B). CBARX (1.50) and RLBCX (1.49) have matching dividends . CBARX was incepted earlier than RLBCX: CBARX (7 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CBARX (0.61). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CBARX: RLBCX (250) vs CBARX (5000000). RLBCX annual gain was more profitable for investors over the last year : 8.21 vs. CBARX (4.73). RLBCX return over 5 years is better than : 39.68 vs. CBARX (35.98).
| CBARX | RLBCX | CBARX / RLBCX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 7.997 | 14.069 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 265B | 1% |
| Annual Yield % from dividends | 1.50 | 1.49 | 101% |
| Returns for 1 year | 4.73 | 8.21 | 58% |
| Returns for 3 years | 51.54 | 52.01 | 99% |
| Returns for 5 years | 35.98 | 39.68 | 91% |
| Returns for 10 years | N/A | 71.60 | - |
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