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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$43.13
Change-$0.47 (-1.08%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CSGCX vs RLBEX Comparison Chart
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CSGCX vs. RLBEX commentary
Feb 23, 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 StrongBuy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. CSGCX (1.41B). RLBEX pays higher dividends than CSGCX: RLBEX (2.24) vs CSGCX (1.64). CSGCX was incepted earlier than RLBEX: CSGCX (31 years) vs RLBEX (23 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 : 9.96 vs. RLBEX (9.22). RLBEX return over 5 years is better than : 30.07 vs. CSGCX (27.96).
| CSGCX | RLBEX | CSGCX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 1.411 | 2.889 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 242B | 1% |
| Annual Yield % from dividends | 1.64 | 2.24 | 74% |
| Returns for 1 year | 9.96 | 9.22 | 108% |
| Returns for 3 years | 19.42 | 17.55 | 111% |
| Returns for 5 years | 27.96 | 30.07 | 93% |
| Returns for 10 years | 36.69 | 54.52 | 67% |
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