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CBARX vs RLBFX
CBARX vs RLBFX Comparison
Open Charts CBARX vs RLBFX
Calvert Balanced R6
Price$45.21
Change-$0.50 (-1.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.89
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
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CBARX vs RLBFX Comparison Chart
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CBARX vs. RLBFX commentary
Sep 08, 2024
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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 228B vs. CBARX (1.33B). RLBFX (2.50) and CBARX (2.44) have matching dividends . CBARX was incepted earlier than RLBFX: CBARX (6 years) vs RLBFX (22 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. CBARX (106.00). 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 : 21.75 vs. RLBFX (19.14). CBARX return over 5 years is better than : 40.35 vs. RLBFX (36.87).
| CBARX | RLBFX | CBARX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 14.592 | 11.107 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 228B | 1% |
| Annual Yield % from dividends | 2.44 | 2.50 | 98% |
| Returns for 1 year | 21.75 | 19.14 | 114% |
| Returns for 3 years | 7.84 | 9.68 | 81% |
| Returns for 5 years | 40.35 | 36.87 | 109% |
| Returns for 10 years | N/A | 51.31 | - |