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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$43.01
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
CSGCX vs RLBCX Comparison Chart
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CSGCX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. CSGCX (1.38B). RLBCX pays higher dividends than CSGCX: RLBCX (1.98) vs CSGCX (1.64). CSGCX was incepted earlier than RLBCX: CSGCX (31 years) vs RLBCX (23 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 : 14.26 vs. RLBCX (11.92). CSGCX (28.82) and RLBCX (28.12) have equivalent 5 years return.
| CSGCX | RLBCX | CSGCX / RLBCX | |
| 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 | 1.935 | 58% |
| 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 | 1.98 | 83% |
| Returns for 1 year | 14.26 | 11.92 | 120% |
| Returns for 3 years | 15.08 | 11.58 | 130% |
| Returns for 5 years | 28.82 | 28.12 | 102% |
| Returns for 10 years | 40.37 | 53.41 | 76% |
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