Ad is loading...
CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$44.56
Change-$0.22 (-0.49%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.39
Change-$0.17 (-0.46%)
VolumeN/A
CapitalizationN/A
CSGCX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSGCX vs. RLBEX commentary
Nov 15, 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 Buy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 239B vs. CSGCX (1.34B). RLBEX pays higher dividends than CSGCX: RLBEX (2.24) vs CSGCX (1.64). CSGCX was incepted earlier than RLBEX: CSGCX (31 years) vs RLBEX (22 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 : 25.56 vs. RLBEX (22.61). RLBEX (37.47) and CSGCX (37.12) have equivalent 5 years return.
| CSGCX | RLBEX | CSGCX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 22 years | - |
| Gain YTD | 19.409 | 15.577 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 239B | 1% |
| Annual Yield % from dividends | 1.64 | 2.24 | 74% |
| Returns for 1 year | 25.56 | 22.61 | 113% |
| Returns for 3 years | 7.98 | 11.92 | 67% |
| Returns for 5 years | 37.12 | 37.47 | 99% |
| Returns for 10 years | 44.56 | 55.10 | 81% |