Ad is loading...
CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$40.73
Change+$0.64 (+1.60%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
CSGCX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSGCX vs. RLBCX commentary
Apr 25, 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: 227B vs. CSGCX (1.34B). 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). RLBCX annual gain was more profitable for investors over the last year : 3.84 vs. CSGCX (2.36). RLBCX return over 5 years is better than : 33.97 vs. CSGCX (30.61).
| 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 | -6.506 | -1.616 | 403% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 227B | 1% |
| Annual Yield % from dividends | 0.69 | 1.69 | 41% |
| Returns for 1 year | 2.36 | 3.84 | 62% |
| Returns for 3 years | 12.64 | 13.60 | 93% |
| Returns for 5 years | 30.61 | 33.97 | 90% |
| Returns for 10 years | 25.56 | 44.52 | 57% |