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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$45.93
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R3
Price$38.38
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
CSGCX vs RLBCX Comparison Chart in %
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CSGCX vs. RLBCX commentary
Sep 18, 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: 263B vs. CSGCX (1.44B). RLBCX pays higher dividends than CSGCX: RLBCX (1.53) vs CSGCX (0.64). 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 : 9.22 vs. CSGCX (6.16). RLBCX return over 5 years is better than : 40.78 vs. CSGCX (33.20).
| 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 | 8.508 | 13.042 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 0.64 | 1.53 | 42% |
| Returns for 1 year | 6.16 | 9.22 | 67% |
| Returns for 3 years | 40.19 | 42.10 | 95% |
| Returns for 5 years | 33.20 | 40.78 | 81% |
| Returns for 10 years | 56.23 | 76.01 | 74% |
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