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CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$41.83
Change-$1.55 (-3.57%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R3
Price$32.05
Change-$1.22 (-3.67%)
VolumeN/A
Net Assets220.57B
CBARX vs RLBCX Comparison Chart
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CBARX vs. RLBCX commentary
Apr 07, 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: 221B vs. CBARX (1.34B). RLBCX (1.69) and CBARX (1.65) have matching dividends . CBARX was incepted earlier than RLBCX: CBARX (6 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than CBARX (0.61). RLBCX is a more actively managed with annual turnover of: 171.00 vs. CBARX (153.00). 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 : 0.49 vs. RLBCX (-1.97). CBARX return over 5 years is better than : 48.79 vs. RLBCX (38.93).
| CBARX | RLBCX | CBARX / RLBCX | |
| Total Expense Ratio | 0.61 | 0.89 | 69% |
| Annual Report Gross Expense Ratio | 0.61 | 0.89 | 69% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -7.790 | -5.819 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 221B | 1% |
| Annual Yield % from dividends | 1.65 | 1.69 | 97% |
| Returns for 1 year | 0.49 | -1.97 | -25% |
| Returns for 3 years | 10.04 | 5.43 | 185% |
| Returns for 5 years | 48.79 | 38.93 | 125% |
| Returns for 10 years | N/A | 40.02 | - |
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