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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$45.86
Change-$0.23 (-0.50%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
CSGCX vs RLBFX Comparison Chart in %
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CSGCX vs. RLBFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. CSGCX (1.48B). RLBFX pays higher dividends than CSGCX: RLBFX (1.97) vs CSGCX (0.61). CSGCX was incepted earlier than RLBFX: CSGCX (32 years) vs RLBFX (24 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 : 9.13 vs. CSGCX (4.74). RLBFX return over 5 years is better than : 39.76 vs. CSGCX (27.70).
| 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 | 24 years | - |
| Gain YTD | 8.362 | 14.008 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 264B | 1% |
| Annual Yield % from dividends | 0.61 | 1.97 | 31% |
| Returns for 1 year | 4.74 | 9.13 | 52% |
| Returns for 3 years | 39.23 | 41.78 | 94% |
| Returns for 5 years | 27.70 | 39.76 | 70% |
| Returns for 10 years | 52.12 | 73.89 | 71% |
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