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CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$49.37
Change+$0.40 (+0.82%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R3
Price$38.42
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets260.98B
CBARX vs RLBCX Comparison Chart in %
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CBARX vs. RLBCX commentary
Nov 22, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 261B vs. CBARX (1.48B). CBARX (1.47) and RLBCX (1.46) 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 : 7.95 vs. CBARX (4.53). RLBCX (36.53) and CBARX (35.54) have equivalent 5 years return.
| 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 | 8.842 | 13.390 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 261B | 1% |
| Annual Yield % from dividends | 1.47 | 1.46 | 100% |
| Returns for 1 year | 4.53 | 7.95 | 57% |
| Returns for 3 years | 42.29 | 38.18 | 111% |
| Returns for 5 years | 35.54 | 36.53 | 97% |
| Returns for 10 years | N/A | 67.23 | - |
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