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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$44.04
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R3
Price$36.59
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.03B
CSGCX vs RLBCX Comparison Chart in %
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CSGCX vs. RLBCX commentary
Jul 14, 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: 252B vs. CSGCX (1.42B). RLBCX pays higher dividends than CSGCX: RLBCX (1.57) vs CSGCX (0.66). 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). 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 : 6.42 vs. CSGCX (3.97). RLBCX return over 5 years is better than : 38.26 vs. CSGCX (32.45).
| 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 | 3.884 | 7.770 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 0.66 | 1.57 | 42% |
| Returns for 1 year | 3.97 | 6.42 | 62% |
| Returns for 3 years | 33.94 | 34.96 | 97% |
| Returns for 5 years | 32.45 | 38.26 | 85% |
| Returns for 10 years | 40.76 | 59.84 | 68% |
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