Ad is loading...
CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$40.51
Change-$1.17 (-2.81%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
CSGCX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSGCX vs. RLBEX commentary
Apr 04, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. CSGCX (1.4B). 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). CSGCX annual gain was more profitable for investors over the last year : 4.97 vs. RLBEX (1.35). CSGCX return over 5 years is better than : 49.47 vs. RLBEX (46.09).
| 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 | -1.868 | -2.180 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 235B | 1% |
| Annual Yield % from dividends | 0.69 | 1.97 | 35% |
| Returns for 1 year | 4.97 | 1.35 | 368% |
| Returns for 3 years | 12.36 | 9.13 | 135% |
| Returns for 5 years | 49.47 | 46.09 | 107% |
| Returns for 10 years | 32.81 | 49.74 | 66% |