Ad is loading...
CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$43.13
Change-$0.47 (-1.08%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
CSGCX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSGCX vs. RLBAX commentary
Feb 23, 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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. CSGCX (1.41B). 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 : 9.96 vs. RLBAX (8.36). CSGCX return over 5 years is better than : 27.96 vs. RLBAX (26.04).
| 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 | 1.411 | 2.764 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 242B | 1% |
| Annual Yield % from dividends | 1.64 | 1.59 | 103% |
| Returns for 1 year | 9.96 | 8.36 | 119% |
| Returns for 3 years | 19.42 | 15.63 | 124% |
| Returns for 5 years | 27.96 | 26.04 | 107% |
| Returns for 10 years | 36.69 | 46.53 | 79% |