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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$45.24
Change+$0.16 (+0.35%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R3
Price$37.28
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets255.46B
CSGCX vs RLBCX Comparison Chart in %
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CSGCX vs. RLBCX commentary
Aug 27, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 255B vs. CSGCX (1.43B). RLBCX pays higher dividends than CSGCX: RLBCX (1.56) vs CSGCX (0.65). CSGCX was incepted earlier than RLBCX: CSGCX (32 years) vs RLBCX (23 years). CSGCX (1.66) is less costly to investors than RLBCX (0.89). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CSGCX: RLBCX (250) vs CSGCX (1000). RLBCX annual gain was more profitable for investors over the last year : 6.90 vs. CSGCX (4.88). RLBCX return over 5 years is better than : 35.32 vs. CSGCX (27.48).
| CSGCX | RLBCX | CSGCX / RLBCX | |
| Total Expense Ratio | 1.66 | 0.89 | 187% |
| Annual Report Gross Expense Ratio | 1.66 | 0.89 | 187% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 6.338 | 9.802 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 255B | 1% |
| Annual Yield % from dividends | 0.65 | 1.56 | 42% |
| Returns for 1 year | 4.88 | 6.90 | 71% |
| Returns for 3 years | 32.96 | 33.18 | 99% |
| Returns for 5 years | 27.48 | 35.32 | 78% |
| Returns for 10 years | 51.00 | 69.04 | 74% |
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