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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$43.01
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
CSGCX vs RLBEX Comparison Chart
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CSGCX vs. RLBEX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 240B vs. CSGCX (1.38B). 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 : 14.26 vs. RLBEX (12.28). RLBEX (29.82) and CSGCX (28.82) 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 | 23 years | - |
| Gain YTD | 1.129 | 1.955 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 240B | 1% |
| Annual Yield % from dividends | 1.64 | 2.24 | 74% |
| Returns for 1 year | 14.26 | 12.28 | 116% |
| Returns for 3 years | 15.08 | 12.34 | 122% |
| Returns for 5 years | 28.82 | 29.82 | 97% |
| Returns for 10 years | 40.37 | 58.04 | 70% |
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