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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$40.51
Change-$1.17 (-2.81%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
CSGCX vs RLBCX Comparison Chart
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CSGCX vs. RLBCX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. CSGCX (1.4B). RLBCX pays higher dividends than CSGCX: RLBCX (1.69) vs CSGCX (0.69). 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (153.00). 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 : 4.97 vs. RLBCX (1.03). CSGCX return over 5 years is better than : 49.47 vs. RLBCX (44.21).
| 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 | -1.868 | -2.233 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 235B | 1% |
| Annual Yield % from dividends | 0.69 | 1.69 | 41% |
| Returns for 1 year | 4.97 | 1.03 | 483% |
| Returns for 3 years | 12.36 | 8.35 | 148% |
| Returns for 5 years | 49.47 | 44.21 | 112% |
| Returns for 10 years | 32.81 | 45.29 | 72% |
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