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CSGCX vs RLBGX
CSGCX vs RLBGX Comparison
Open Charts CSGCX vs RLBGX
Calvert Balanced C
Price$42.93
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced R6
Price$35.80
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
CSGCX vs RLBGX Comparison Chart
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CSGCX vs. RLBGX commentary
Jun 06, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. CSGCX (1.38B). RLBGX pays higher dividends than CSGCX: RLBGX (2.23) vs CSGCX (0.67). CSGCX was incepted earlier than RLBGX: CSGCX (31 years) vs RLBGX (16 years). CSGCX (1.66) is less costly to investors than RLBGX (0.25). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than CSGCX: RLBGX (250) vs CSGCX (1000). RLBGX annual gain was more profitable for investors over the last year : 7.34 vs. CSGCX (4.61). RLBGX return over 5 years is better than : 36.58 vs. CSGCX (31.30).
| CSGCX | RLBGX | CSGCX / RLBGX | |
| Total Expense Ratio | 1.66 | 0.25 | 664% |
| Annual Report Gross Expense Ratio | 1.66 | 0.25 | 664% |
| Fund Existence | 31 years | 16 years | - |
| Gain YTD | 1.240 | 4.750 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 244B | 1% |
| Annual Yield % from dividends | 0.67 | 2.23 | 30% |
| Returns for 1 year | 4.61 | 7.34 | 63% |
| Returns for 3 years | 25.41 | 24.05 | 106% |
| Returns for 5 years | 31.30 | 36.58 | 86% |
| Returns for 10 years | 37.88 | 62.29 | 61% |
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