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CBARX vs RLBFX
CBARX vs RLBFX Comparison
Open Charts CBARX vs RLBFX
Calvert Balanced R6
Price$41.83
Change-$1.55 (-3.57%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R5
Price$32.31
Change-$1.23 (-3.67%)
VolumeN/A
Net Assets220.57B
CBARX vs RLBFX Comparison Chart
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CBARX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 221B vs. CBARX (1.34B). RLBFX pays higher dividends than CBARX: RLBFX (2.26) vs CBARX (1.65). CBARX was incepted earlier than RLBFX: CBARX (6 years) vs RLBFX (23 years). CBARX (0.61) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. CBARX (153.00). RLBFX has a lower initial minimum investment than CBARX: RLBFX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 0.49 vs. RLBFX (-1.35). CBARX return over 5 years is better than : 48.79 vs. RLBFX (42.60).
| CBARX | RLBFX | CBARX / RLBFX | |
| Total Expense Ratio | 0.61 | 0.30 | 203% |
| Annual Report Gross Expense Ratio | 0.61 | 0.30 | 203% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | -7.790 | -5.689 | 137% |
| 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 | 2.26 | 73% |
| Returns for 1 year | 0.49 | -1.35 | -36% |
| Returns for 3 years | 10.04 | 6.98 | 144% |
| Returns for 5 years | 48.79 | 42.60 | 115% |
| Returns for 10 years | N/A | 45.00 | - |
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