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CSGCX vs RLBBX
CSGCX vs RLBBX Comparison
Open Charts CSGCX vs RLBBX
Calvert Balanced C
Price$43.01
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
CSGCX vs RLBBX Comparison Chart
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CSGCX vs. RLBBX commentary
Jan 19, 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 Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. CSGCX (1.38B). CSGCX (1.64) and RLBBX (1.58) have matching dividends . CSGCX was incepted earlier than RLBBX: CSGCX (31 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (106.00). RLBBX has a lower initial minimum investment than CSGCX: RLBBX (250) vs CSGCX (1000). CSGCX annual gain was more profitable for investors over the last year : 14.26 vs. RLBBX (11.43). CSGCX return over 5 years is better than : 28.82 vs. RLBBX (25.81).
| CSGCX | RLBBX | CSGCX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 1.129 | 1.909 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 240B | 1% |
| Annual Yield % from dividends | 1.64 | 1.58 | 104% |
| Returns for 1 year | 14.26 | 11.43 | 125% |
| Returns for 3 years | 15.08 | 10.54 | 143% |
| Returns for 5 years | 28.82 | 25.81 | 112% |
| Returns for 10 years | 40.37 | 49.88 | 81% |