Interact to see
Advertisement
Advertisement
CBARX vs RLBFX
CBARX vs RLBFX Comparison
Open Charts CBARX vs RLBFX
Calvert Balanced R6
Price$49.37
Change+$0.40 (+0.82%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R5
Price$38.77
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets260.98B
CBARX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBARX vs. RLBFX commentary
Nov 22, 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: 261B vs. CBARX (1.48B). RLBFX pays higher dividends than CBARX: RLBFX (1.97) vs CBARX (1.47). CBARX was incepted earlier than RLBFX: CBARX (7 years) vs RLBFX (24 years). CBARX (0.61) is less costly to investors than RLBFX (0.29). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CBARX: RLBFX (250) vs CBARX (5000000). RLBFX annual gain was more profitable for investors over the last year : 8.63 vs. CBARX (4.53). RLBFX return over 5 years is better than : 40.10 vs. CBARX (35.54).
| CBARX | RLBFX | CBARX / RLBFX | |
| Total Expense Ratio | 0.61 | 0.29 | 210% |
| Annual Report Gross Expense Ratio | 0.61 | 0.29 | 210% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 8.842 | 13.978 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 261B | 1% |
| Annual Yield % from dividends | 1.47 | 1.97 | 75% |
| Returns for 1 year | 4.53 | 8.63 | 53% |
| Returns for 3 years | 42.29 | 40.53 | 104% |
| Returns for 5 years | 35.54 | 40.10 | 89% |
| Returns for 10 years | N/A | 73.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement