Interact to see
Advertisement
Advertisement
CBARX vs RLBCX
CBARX vs RLBCX Comparison
Open Charts CBARX vs RLBCX
Calvert Balanced R6
Price$47.23
Change+$0.20 (+0.43%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced R3
Price$36.44
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets250.05B
CBARX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBARX vs. RLBCX commentary
Jul 01, 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: 250B vs. CBARX (1.38B). RLBCX (1.63) and CBARX (1.59) 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). 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 : 7.43 vs. CBARX (6.70). CBARX return over 5 years is better than : 42.53 vs. RLBCX (38.71).
| 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 | 4.105 | 6.857 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 250B | 1% |
| Annual Yield % from dividends | 1.59 | 1.63 | 97% |
| Returns for 1 year | 6.70 | 7.43 | 90% |
| Returns for 3 years | 37.77 | 32.69 | 116% |
| Returns for 5 years | 42.53 | 38.71 | 110% |
| Returns for 10 years | N/A | 60.29 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement