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CBARX vs RLBEX
CBARX vs RLBEX Comparison
Open Charts CBARX vs RLBEX
Calvert Balanced R6
Price$49.02
Change+$0.12 (+0.25%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
CBARX vs RLBEX Comparison Chart in %
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CBARX vs. RLBEX commentary
Oct 19, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. CBARX (1.46B). RLBEX pays higher dividends than CBARX: RLBEX (1.74) vs CBARX (1.50). CBARX was incepted earlier than RLBEX: CBARX (7 years) vs RLBEX (23 years). CBARX (0.61) and RLBEX (0.59) have similar cost to investors . CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than CBARX: RLBEX (250) vs CBARX (5000000). RLBEX annual gain was more profitable for investors over the last year : 8.70 vs. CBARX (5.61). RLBEX return over 5 years is better than : 42.04 vs. CBARX (37.32).
| CBARX | RLBEX | CBARX / RLBEX | |
| Total Expense Ratio | 0.61 | 0.59 | 103% |
| Annual Report Gross Expense Ratio | 0.61 | 0.59 | 103% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.953 | 14.631 | 61% |
| 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 | 266B | 1% |
| Annual Yield % from dividends | 1.50 | 1.74 | 86% |
| Returns for 1 year | 5.61 | 8.70 | 65% |
| Returns for 3 years | 49.42 | 50.52 | 98% |
| Returns for 5 years | 37.32 | 42.04 | 89% |
| Returns for 10 years | N/A | 77.69 | - |
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