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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$43.01
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
CSGCX vs RLBFX Comparison Chart
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CSGCX vs. RLBFX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. CSGCX (1.38B). 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 : 14.26 vs. RLBFX (12.61). RLBFX return over 5 years is better than : 31.46 vs. CSGCX (28.82).
| 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 | 1.129 | 1.948 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 240B | 1% |
| Annual Yield % from dividends | 1.64 | 2.50 | 66% |
| Returns for 1 year | 14.26 | 12.61 | 113% |
| Returns for 3 years | 15.08 | 13.10 | 115% |
| Returns for 5 years | 28.82 | 31.46 | 92% |
| Returns for 10 years | 40.37 | 58.66 | 69% |
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