Interact to see
Advertisement
Advertisement
CBARX vs RLBEX
CBARX vs RLBEX Comparison
Open Charts CBARX vs RLBEX
Calvert Balanced R6
Price$49.38
Change+$0.18 (+0.37%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R4
Price$38.57
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
CBARX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBARX vs. RLBEX commentary
Sep 16, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. CBARX (1.44B). RLBEX pays higher dividends than CBARX: RLBEX (1.79) vs CBARX (1.51). 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 : 9.80 vs. CBARX (7.15). RLBEX (42.00) and CBARX (40.27) have equivalent 5 years return.
| 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 | 8.909 | 13.230 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 1.51 | 1.79 | 85% |
| Returns for 1 year | 7.15 | 9.80 | 73% |
| Returns for 3 years | 44.57 | 43.28 | 103% |
| Returns for 5 years | 40.27 | 42.00 | 96% |
| Returns for 10 years | N/A | 81.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement