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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$45.93
Change-$0.07 (-0.15%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R5
Price$38.69
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
CSGCX vs RLBFX Comparison Chart in %
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CSGCX vs. RLBFX commentary
Sep 18, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. CSGCX (1.44B). RLBFX pays higher dividends than CSGCX: RLBFX (2.05) vs CSGCX (0.64). CSGCX was incepted earlier than RLBFX: CSGCX (32 years) vs RLBFX (23 years). CSGCX (1.66) is less costly to investors than RLBFX (0.29). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CSGCX: RLBFX (250) vs CSGCX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.77 vs. CSGCX (6.16). RLBFX return over 5 years is better than : 44.27 vs. CSGCX (33.20).
| CSGCX | RLBFX | CSGCX / RLBFX | |
| Total Expense Ratio | 1.66 | 0.29 | 572% |
| Annual Report Gross Expense Ratio | 1.66 | 0.29 | 572% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 8.508 | 13.349 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 263B | 1% |
| Annual Yield % from dividends | 0.64 | 2.05 | 31% |
| Returns for 1 year | 6.16 | 9.77 | 63% |
| Returns for 3 years | 40.19 | 44.38 | 91% |
| Returns for 5 years | 33.20 | 44.27 | 75% |
| Returns for 10 years | 56.23 | 82.55 | 68% |
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