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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$44.04
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R4
Price$36.76
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.03B
CSGCX vs RLBEX Comparison Chart in %
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CSGCX vs. RLBEX commentary
Jul 14, 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: 252B vs. CSGCX (1.42B). RLBEX pays higher dividends than CSGCX: RLBEX (1.83) vs CSGCX (0.66). CSGCX was incepted earlier than RLBEX: CSGCX (31 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 : 6.76 vs. CSGCX (3.97). RLBEX return over 5 years is better than : 40.03 vs. CSGCX (32.45).
| CSGCX | RLBEX | CSGCX / RLBEX | |
| Total Expense Ratio | 1.66 | 0.59 | 281% |
| Annual Report Gross Expense Ratio | 1.66 | 0.59 | 281% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 3.884 | 7.917 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 0.66 | 1.83 | 36% |
| Returns for 1 year | 3.97 | 6.76 | 59% |
| Returns for 3 years | 33.94 | 36.01 | 94% |
| Returns for 5 years | 32.45 | 40.03 | 81% |
| Returns for 10 years | 40.76 | 64.87 | 63% |
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