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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$39.06
Change-$1.45 (-3.58%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R5
Price$32.31
Change-$1.23 (-3.67%)
VolumeN/A
Net Assets220.57B
CSGCX vs RLBFX Comparison Chart
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CSGCX vs. RLBFX commentary
Apr 07, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 221B vs. CSGCX (1.34B). RLBFX pays higher dividends than CSGCX: RLBFX (2.26) vs CSGCX (0.69). CSGCX was incepted earlier than RLBFX: CSGCX (31 years) vs RLBFX (23 years). CSGCX (1.66) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (153.00). RLBFX has a lower initial minimum investment than CSGCX: RLBFX (250) vs CSGCX (1000). CSGCX annual gain was more profitable for investors over the last year : -0.81 vs. RLBFX (-1.35). RLBFX return over 5 years is better than : 42.60 vs. CSGCX (40.07).
| CSGCX | RLBFX | CSGCX / RLBFX | |
| Total Expense Ratio | 1.66 | 0.30 | 553% |
| Annual Report Gross Expense Ratio | 1.66 | 0.30 | 553% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -8.036 | -5.689 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 221B | 1% |
| Annual Yield % from dividends | 0.69 | 2.26 | 31% |
| Returns for 1 year | -0.81 | -1.35 | 60% |
| Returns for 3 years | 6.27 | 6.98 | 90% |
| Returns for 5 years | 40.07 | 42.60 | 94% |
| Returns for 10 years | 24.50 | 45.00 | 54% |
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