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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$43.61
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced R5
Price$36.21
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets248.02B
CSGCX vs RLBFX Comparison Chart in %
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CSGCX vs. RLBFX commentary
Jun 26, 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: 248B vs. CSGCX (1.38B). 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 : 6.71 vs. CSGCX (3.88). RLBFX return over 5 years is better than : 43.43 vs. CSGCX (35.66).
| 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 | 2.606 | 6.084 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 248B | 1% |
| Annual Yield % from dividends | 0.67 | 2.18 | 31% |
| Returns for 1 year | 3.88 | 6.71 | 58% |
| Returns for 3 years | 30.94 | 32.66 | 95% |
| Returns for 5 years | 35.66 | 43.43 | 82% |
| Returns for 10 years | 39.19 | 63.63 | 62% |