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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R3
Price$38.68
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
CSGCX vs RLBCX Comparison Chart in %
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CSGCX vs. RLBCX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. CSGCX (1.46B). RLBCX pays higher dividends than CSGCX: RLBCX (1.49) vs CSGCX (0.62). 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 : 9.62 vs. CSGCX (6.93). RLBCX return over 5 years is better than : 40.56 vs. CSGCX (31.57).
| 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 | 8.953 | 14.158 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 0.62 | 1.49 | 42% |
| Returns for 1 year | 6.93 | 9.62 | 72% |
| Returns for 3 years | 46.57 | 49.82 | 93% |
| Returns for 5 years | 31.57 | 40.56 | 78% |
| Returns for 10 years | 55.01 | 73.29 | 75% |