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CBARX vs RLBEX
CBARX vs RLBEX Comparison
Open Charts CBARX vs RLBEX
Calvert Balanced R6
Price$47.20
Change+$0.09 (+0.19%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced R4
Price$36.63
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
CBARX vs RLBEX Comparison Chart in %
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CBARX vs. RLBEX commentary
Jul 04, 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: 251B vs. CBARX (1.38B). RLBEX pays higher dividends than CBARX: RLBEX (1.83) vs CBARX (1.55). CBARX was incepted earlier than RLBEX: CBARX (6 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 : 7.92 vs. CBARX (6.50). CBARX (42.29) and RLBEX (40.69) 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 | 6 years | 23 years | - |
| Gain YTD | 4.282 | 7.535 | 57% |
| 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 | 251B | 1% |
| Annual Yield % from dividends | 1.55 | 1.83 | 85% |
| Returns for 1 year | 6.50 | 7.92 | 82% |
| Returns for 3 years | 38.01 | 34.39 | 111% |
| Returns for 5 years | 42.29 | 40.69 | 104% |
| Returns for 10 years | N/A | 66.08 | - |
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