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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$42.71
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R5
Price$35.46
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets241.02B
CSGCX vs RLBFX Comparison Chart
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CSGCX vs. RLBFX commentary
Jun 02, 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: 241B vs. CSGCX (1.33B). RLBFX pays higher dividends than CSGCX: RLBFX (2.18) vs CSGCX (0.67). CSGCX was incepted earlier than RLBFX: CSGCX (31 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 : 7.98 vs. CSGCX (6.37). RLBFX return over 5 years is better than : 38.67 vs. CSGCX (33.77).
| CSGCX | RLBFX | CSGCX / RLBFX | |
| Total Expense Ratio | 1.66 | 0.29 | 572% |
| Annual Report Gross Expense Ratio | 1.66 | 0.29 | 572% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 0.557 | 3.506 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 241B | 1% |
| Annual Yield % from dividends | 0.67 | 2.18 | 31% |
| Returns for 1 year | 6.37 | 7.98 | 80% |
| Returns for 3 years | 24.07 | 21.87 | 110% |
| Returns for 5 years | 33.77 | 38.67 | 87% |
| Returns for 10 years | 35.77 | 58.13 | 62% |