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CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$40.51
Change-$1.17 (-2.81%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
CSGCX vs RLBAX Comparison Chart
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CSGCX vs. RLBAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. CSGCX (1.4B). RLBAX pays higher dividends than CSGCX: RLBAX (1.27) vs CSGCX (0.69). CSGCX was incepted earlier than RLBAX: CSGCX (31 years) vs RLBAX (23 years). CSGCX (1.66) is less costly to investors than RLBAX (1.33). RLBAX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (153.00). 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 : 4.97 vs. RLBAX (0.57). CSGCX return over 5 years is better than : 49.47 vs. RLBAX (41.60).
| CSGCX | RLBAX | CSGCX / RLBAX | |
| Total Expense Ratio | 1.66 | 1.33 | 125% |
| Annual Report Gross Expense Ratio | 1.66 | 1.33 | 125% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -1.868 | -2.348 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 235B | 1% |
| Annual Yield % from dividends | 0.69 | 1.27 | 54% |
| Returns for 1 year | 4.97 | 0.57 | 874% |
| Returns for 3 years | 12.36 | 7.24 | 171% |
| Returns for 5 years | 49.47 | 41.60 | 119% |
| Returns for 10 years | 32.81 | 41.83 | 78% |
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