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CBARX vs RLEFX
CBARX vs RLEFX Comparison
Open Charts CBARX vs RLEFX
Calvert Balanced R6
Price$47.85
Change-$0.29 (-0.60%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5E
Price$36.94
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
CBARX vs RLEFX Comparison Chart in %
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CBARX vs. RLEFX commentary
Aug 06, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. CBARX (1.43B). RLEFX pays higher dividends than CBARX: RLEFX (2.00) vs CBARX (1.53). CBARX was incepted earlier than RLEFX: CBARX (7 years) vs RLEFX (10 years). CBARX (0.61) is less costly to investors than RLEFX (0.39). CBARX is a more actively managed with annual turnover of: 153.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than CBARX: RLEFX (250) vs CBARX (5000000). CBARX annual gain was more profitable for investors over the last year : 11.97 vs. RLEFX (11.20). CBARX (37.83) and RLEFX (37.63) have equivalent 5 years return.
| CBARX | RLEFX | CBARX / RLEFX | |
| Total Expense Ratio | 0.61 | 0.39 | 156% |
| Annual Report Gross Expense Ratio | 0.61 | 0.39 | 156% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 6.562 | 8.458 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 254B | 1% |
| Annual Yield % from dividends | 1.53 | 2.00 | 77% |
| Returns for 1 year | 11.97 | 11.20 | 107% |
| Returns for 3 years | 35.07 | 31.55 | 111% |
| Returns for 5 years | 37.83 | 37.63 | 101% |
| Returns for 10 years | N/A | N/A | - |
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