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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$42.71
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R3
Price$35.14
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets241.02B
CSGCX vs RLBCX Comparison Chart
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CSGCX vs. RLBCX commentary
Jun 02, 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: 241B vs. CSGCX (1.33B). RLBCX pays higher dividends than CSGCX: RLBCX (1.63) vs CSGCX (0.67). CSGCX was incepted earlier than RLBCX: CSGCX (31 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 : 7.28 vs. CSGCX (6.37). RLBCX (35.16) and CSGCX (33.77) have equivalent 5 years return.
| CSGCX | RLBCX | CSGCX / RLBCX | |
| Total Expense Ratio | 1.66 | 0.89 | 187% |
| Annual Report Gross Expense Ratio | 1.66 | 0.89 | 187% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.557 | 3.262 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 241B | 1% |
| Annual Yield % from dividends | 0.67 | 1.63 | 41% |
| Returns for 1 year | 6.37 | 7.28 | 87% |
| Returns for 3 years | 24.07 | 20.09 | 120% |
| Returns for 5 years | 33.77 | 35.16 | 96% |
| Returns for 10 years | 35.77 | 52.66 | 68% |
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