Ad is loading...
CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$45.25
Change-$0.16 (-0.35%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$35.13
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
CSGCX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSGCX vs. RLBFX commentary
Dec 19, 2024
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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 230B vs. CSGCX (1.39B). RLBFX pays higher dividends than CSGCX: RLBFX (2.50) vs CSGCX (1.64). CSGCX was incepted earlier than RLBFX: CSGCX (31 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (106.00). 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 : 21.53 vs. RLBFX (12.81). CSGCX return over 5 years is better than : 39.09 vs. RLBFX (34.29).
| CSGCX | RLBFX | CSGCX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 20.662 | 11.792 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 230B | 1% |
| Annual Yield % from dividends | 1.64 | 2.50 | 66% |
| Returns for 1 year | 21.53 | 12.81 | 168% |
| Returns for 3 years | 10.17 | 12.40 | 82% |
| Returns for 5 years | 39.09 | 34.29 | 114% |
| Returns for 10 years | 45.77 | 48.83 | 94% |
View a ticker or compare two or three
VS
VS
Ad is loading...