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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$45.25
Change-$0.16 (-0.35%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$35.01
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
CSGCX vs RLBEX Comparison Chart
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CSGCX vs. RLBEX commentary
Dec 19, 2024
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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 230B vs. CSGCX (1.39B). RLBEX pays higher dividends than CSGCX: RLBEX (2.24) vs CSGCX (1.64). CSGCX was incepted earlier than RLBEX: CSGCX (31 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (106.00). RLBEX has a lower initial minimum investment than CSGCX: RLBEX (250) vs CSGCX (1000). CSGCX annual gain was more profitable for investors over the last year : 21.53 vs. RLBEX (12.54). CSGCX return over 5 years is better than : 39.09 vs. RLBEX (32.64).
| CSGCX | RLBEX | CSGCX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 20.662 | 11.518 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 230B | 1% |
| Annual Yield % from dividends | 1.64 | 2.24 | 74% |
| Returns for 1 year | 21.53 | 12.54 | 172% |
| Returns for 3 years | 10.17 | 11.73 | 87% |
| Returns for 5 years | 39.09 | 32.64 | 120% |
| Returns for 10 years | 45.77 | 48.28 | 95% |