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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$44.84
Change-$0.04 (-0.09%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R4
Price$37.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets253.85B
CSGCX vs RLBEX Comparison Chart in %
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CSGCX vs. RLBEX commentary
Jul 31, 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: 254B vs. CSGCX (1.42B). RLBEX pays higher dividends than CSGCX: RLBEX (1.83) vs CSGCX (0.66). 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 : 8.90 vs. CSGCX (7.67). RLBEX return over 5 years is better than : 38.52 vs. CSGCX (32.06).
| 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 | 5.866 | 8.797 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 0.66 | 1.83 | 36% |
| Returns for 1 year | 7.67 | 8.90 | 86% |
| Returns for 3 years | 30.32 | 31.00 | 98% |
| Returns for 5 years | 32.06 | 38.52 | 83% |
| Returns for 10 years | 43.79 | 65.81 | 67% |
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