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CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$45.25
Change-$0.16 (-0.35%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.76
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
CSGCX vs RLBAX Comparison Chart
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CSGCX vs. RLBAX commentary
Dec 19, 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 CSGCX is a StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 230B vs. CSGCX (1.39B). 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 : 21.53 vs. RLBAX (11.90). CSGCX return over 5 years is better than : 39.09 vs. RLBAX (28.83).
| 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 | 20.662 | 10.911 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 230B | 1% |
| Annual Yield % from dividends | 1.64 | 1.59 | 103% |
| Returns for 1 year | 21.53 | 11.90 | 181% |
| Returns for 3 years | 10.17 | 10.12 | 101% |
| Returns for 5 years | 39.09 | 28.83 | 136% |
| Returns for 10 years | 45.77 | 40.93 | 112% |
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