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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$45.86
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
CSGCX vs RLBEX Comparison Chart in %
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CSGCX vs. RLBEX commentary
Nov 20, 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: 264B vs. CSGCX (1.48B). RLBEX pays higher dividends than CSGCX: RLBEX (1.71) vs CSGCX (0.61). CSGCX was incepted earlier than RLBEX: CSGCX (32 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 : 8.82 vs. CSGCX (4.74). RLBEX return over 5 years is better than : 38.00 vs. CSGCX (27.70).
| CSGCX | RLBEX | CSGCX / RLBEX | |
| Total Expense Ratio | 1.66 | 0.59 | 281% |
| Annual Report Gross Expense Ratio | 1.66 | 0.59 | 281% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 8.362 | 13.718 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 264B | 1% |
| Annual Yield % from dividends | 0.61 | 1.71 | 36% |
| Returns for 1 year | 4.74 | 8.82 | 54% |
| Returns for 3 years | 39.23 | 40.62 | 97% |
| Returns for 5 years | 27.70 | 38.00 | 73% |
| Returns for 10 years | 52.12 | 72.83 | 72% |
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