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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$42.71
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R4
Price$35.32
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets241.02B
CSGCX vs RLBEX Comparison Chart
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CSGCX vs. RLBEX commentary
Jun 02, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. CSGCX (1.33B). RLBEX pays higher dividends than CSGCX: RLBEX (1.90) vs CSGCX (0.67). CSGCX was incepted earlier than RLBEX: CSGCX (31 years) vs RLBEX (23 years). CSGCX (1.66) is less costly to investors than RLBEX (0.59). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than CSGCX: RLBEX (250) vs CSGCX (1000). RLBEX annual gain was more profitable for investors over the last year : 7.62 vs. CSGCX (6.37). RLBEX return over 5 years is better than : 36.91 vs. CSGCX (33.77).
| CSGCX | RLBEX | CSGCX / RLBEX | |
| Total Expense Ratio | 1.66 | 0.59 | 281% |
| Annual Report Gross Expense Ratio | 1.66 | 0.59 | 281% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.557 | 3.381 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 241B | 1% |
| Annual Yield % from dividends | 0.67 | 1.90 | 35% |
| Returns for 1 year | 6.37 | 7.62 | 84% |
| Returns for 3 years | 24.07 | 20.97 | 115% |
| Returns for 5 years | 33.77 | 36.91 | 91% |
| Returns for 10 years | 35.77 | 57.37 | 62% |
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