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CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$45.24
Change+$0.16 (+0.35%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R1
Price$37.14
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets255.46B
CSGCX vs RLBAX Comparison Chart in %
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CSGCX vs. RLBAX commentary
Aug 27, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 255B vs. CSGCX (1.43B). RLBAX pays higher dividends than CSGCX: RLBAX (1.17) vs CSGCX (0.65). CSGCX was incepted earlier than RLBAX: CSGCX (32 years) vs RLBAX (23 years). CSGCX (1.66) is less costly to investors than RLBAX (1.31). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CSGCX: RLBAX (250) vs CSGCX (1000). RLBAX annual gain was more profitable for investors over the last year : 6.41 vs. CSGCX (4.88). RLBAX return over 5 years is better than : 32.87 vs. CSGCX (27.48).
| CSGCX | RLBAX | CSGCX / RLBAX | |
| Total Expense Ratio | 1.66 | 1.31 | 127% |
| Annual Report Gross Expense Ratio | 1.66 | 1.31 | 127% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 6.338 | 9.479 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 255B | 1% |
| Annual Yield % from dividends | 0.65 | 1.17 | 55% |
| Returns for 1 year | 4.88 | 6.41 | 76% |
| Returns for 3 years | 32.96 | 31.65 | 104% |
| Returns for 5 years | 27.48 | 32.87 | 84% |
| Returns for 10 years | 51.00 | 64.80 | 79% |
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