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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$44.56
Change-$0.22 (-0.49%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.22
Change-$0.17 (-0.47%)
VolumeN/A
CapitalizationN/A
CSGCX vs RLBCX Comparison Chart
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CSGCX vs. RLBCX commentary
Nov 15, 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 Buy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 239B vs. CSGCX (1.34B). RLBCX pays higher dividends than CSGCX: RLBCX (1.98) vs CSGCX (1.64). CSGCX was incepted earlier than RLBCX: CSGCX (31 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (106.00). RLBCX has a lower initial minimum investment than CSGCX: RLBCX (250) vs CSGCX (1000). CSGCX annual gain was more profitable for investors over the last year : 25.56 vs. RLBCX (22.26). CSGCX return over 5 years is better than : 37.12 vs. RLBCX (35.04).
| CSGCX | RLBCX | CSGCX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 22 years | - |
| Gain YTD | 19.409 | 15.300 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 239B | 1% |
| Annual Yield % from dividends | 1.64 | 1.98 | 83% |
| Returns for 1 year | 25.56 | 22.26 | 115% |
| Returns for 3 years | 7.98 | 11.17 | 71% |
| Returns for 5 years | 37.12 | 35.04 | 106% |
| Returns for 10 years | 44.56 | 50.67 | 88% |