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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$43.13
Change-$0.47 (-1.08%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
CSGCX vs RLBCX Comparison Chart
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CSGCX vs. RLBCX commentary
Feb 23, 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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. CSGCX (1.41B). 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 : 9.96 vs. RLBCX (8.85). RLBCX (28.37) and CSGCX (27.96) 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 | 1.411 | 2.844 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 242B | 1% |
| Annual Yield % from dividends | 1.64 | 1.98 | 83% |
| Returns for 1 year | 9.96 | 8.85 | 113% |
| Returns for 3 years | 19.42 | 16.79 | 116% |
| Returns for 5 years | 27.96 | 28.37 | 99% |
| Returns for 10 years | 36.69 | 50.06 | 73% |
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