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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$45.98
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
CSGCX vs RLBFX Comparison Chart in %
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CSGCX vs. RLBFX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. CSGCX (1.46B). RLBFX pays higher dividends than CSGCX: RLBFX (2.00) vs CSGCX (0.62). 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 : 10.30 vs. CSGCX (6.93). RLBFX return over 5 years is better than : 44.24 vs. CSGCX (31.57).
| 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 | 8.953 | 14.654 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 0.62 | 2.00 | 31% |
| Returns for 1 year | 6.93 | 10.30 | 67% |
| Returns for 3 years | 46.57 | 52.37 | 89% |
| Returns for 5 years | 31.57 | 44.24 | 71% |
| Returns for 10 years | 55.01 | 79.97 | 69% |