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CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
CSGCX vs RLBAX Comparison Chart in %
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CSGCX vs. RLBAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. CSGCX (1.46B). RLBAX pays higher dividends than CSGCX: RLBAX (1.10) vs CSGCX (0.62). 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 : 9.12 vs. CSGCX (6.93). RLBAX return over 5 years is better than : 38.04 vs. CSGCX (31.57).
| 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 | 8.953 | 13.770 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 0.62 | 1.10 | 56% |
| Returns for 1 year | 6.93 | 9.12 | 76% |
| Returns for 3 years | 46.57 | 47.98 | 97% |
| Returns for 5 years | 31.57 | 38.04 | 83% |
| Returns for 10 years | 55.01 | 68.72 | 80% |