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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$40.73
Change+$0.64 (+1.60%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R4
Price$33.64
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
CSGCX vs RLBEX Comparison Chart
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CSGCX vs. RLBEX commentary
Apr 25, 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: 227B vs. CSGCX (1.34B). RLBEX pays higher dividends than CSGCX: RLBEX (1.97) vs CSGCX (0.69). CSGCX was incepted earlier than RLBEX: CSGCX (31 years) vs RLBEX (23 years). CSGCX (1.66) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (153.00). 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 : 4.15 vs. CSGCX (2.36). RLBEX return over 5 years is better than : 35.73 vs. CSGCX (30.61).
| CSGCX | RLBEX | CSGCX / RLBEX | |
| Total Expense Ratio | 1.66 | 0.60 | 277% |
| Annual Report Gross Expense Ratio | 1.66 | 0.60 | 277% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -6.506 | -1.536 | 423% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 227B | 1% |
| Annual Yield % from dividends | 0.69 | 1.97 | 35% |
| Returns for 1 year | 2.36 | 4.15 | 57% |
| Returns for 3 years | 12.64 | 14.44 | 88% |
| Returns for 5 years | 30.61 | 35.73 | 86% |
| Returns for 10 years | 25.56 | 48.99 | 52% |
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