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CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$47.33
Change-$1.09 (-2.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
CBARX vs RLBCX Comparison Chart
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CBARX vs. RLBCX commentary
Dec 19, 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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. CBARX (1.39B). 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 : 22.84 vs. RLBCX (12.29). CBARX return over 5 years is better than : 47.37 vs. RLBCX (31.08).
| 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 | 21.900 | 11.296 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 241B | 1% |
| Annual Yield % from dividends | 2.44 | 1.98 | 124% |
| Returns for 1 year | 22.84 | 12.29 | 186% |
| Returns for 3 years | 14.22 | 11.08 | 128% |
| Returns for 5 years | 47.37 | 31.08 | 152% |
| Returns for 10 years | N/A | 44.10 | - |