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CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$43.01
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
CSGCX vs RLBAX Comparison Chart
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CSGCX vs. RLBAX commentary
Jan 19, 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 CSGCX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. CSGCX (1.38B). CSGCX (1.64) and RLBAX (1.59) have matching dividends . CSGCX was incepted earlier than RLBAX: CSGCX (31 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (106.00). RLBAX has a lower initial minimum investment than CSGCX: RLBAX (250) vs CSGCX (1000). CSGCX annual gain was more profitable for investors over the last year : 14.26 vs. RLBAX (11.41). CSGCX return over 5 years is better than : 28.82 vs. RLBAX (25.82).
| CSGCX | RLBAX | CSGCX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 1.129 | 1.911 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 240B | 1% |
| Annual Yield % from dividends | 1.64 | 1.59 | 103% |
| Returns for 1 year | 14.26 | 11.41 | 125% |
| Returns for 3 years | 15.08 | 10.53 | 143% |
| Returns for 5 years | 28.82 | 25.82 | 112% |
| Returns for 10 years | 40.37 | 49.89 | 81% |