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CSGCX vs RLBGX
CSGCX vs RLBGX Comparison
Open Charts CSGCX vs RLBGX
Calvert Balanced C
Price$40.73
Change+$0.64 (+1.60%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
CSGCX vs RLBGX Comparison Chart
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CSGCX vs. RLBGX commentary
Apr 25, 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: 227B vs. CSGCX (1.34B). RLBGX pays higher dividends than CSGCX: RLBGX (2.31) vs CSGCX (0.69). 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (153.00). 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 : 4.54 vs. CSGCX (2.36). RLBGX return over 5 years is better than : 37.73 vs. CSGCX (30.61).
| 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 | -6.506 | -1.417 | 459% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 227B | 1% |
| Annual Yield % from dividends | 0.69 | 2.31 | 30% |
| Returns for 1 year | 2.36 | 4.54 | 52% |
| Returns for 3 years | 12.64 | 15.43 | 82% |
| Returns for 5 years | 30.61 | 37.73 | 81% |
| Returns for 10 years | 25.56 | 50.06 | 51% |