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CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$45.93
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R1
Price$38.27
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
CSGCX vs RLBAX Comparison Chart in %
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CSGCX vs. RLBAX commentary
Sep 18, 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: 263B vs. CSGCX (1.44B). RLBAX pays higher dividends than CSGCX: RLBAX (1.15) vs CSGCX (0.64). 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 : 8.87 vs. CSGCX (6.16). RLBAX return over 5 years is better than : 38.39 vs. CSGCX (33.20).
| 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 | 8.508 | 12.810 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 0.64 | 1.15 | 56% |
| Returns for 1 year | 6.16 | 8.87 | 69% |
| Returns for 3 years | 40.19 | 40.53 | 99% |
| Returns for 5 years | 33.20 | 38.39 | 86% |
| Returns for 10 years | 56.23 | 71.54 | 79% |
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