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CSGCX vs RLEFX
CSGCX vs RLEFX Comparison
Open Charts CSGCX vs RLEFX
Calvert Balanced C
Price$43.91
Change-$0.07 (-0.16%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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CSGCX vs RLEFX Comparison Chart
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CSGCX vs. RLEFX commentary
Sep 21, 2024
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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. CSGCX (1.33B). RLEFX pays higher dividends than CSGCX: RLEFX (2.42) vs CSGCX (1.64). CSGCX was incepted earlier than RLEFX: CSGCX (31 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. CSGCX (106.00). RLEFX has a lower initial minimum investment than CSGCX: RLEFX (250) vs CSGCX (1000). CSGCX annual gain was more profitable for investors over the last year : 26.89 vs. RLEFX (24.64). RLEFX return over 5 years is better than : 40.23 vs. CSGCX (36.98).
| CSGCX | RLEFX | CSGCX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 17.055 | 14.180 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 236B | 1% |
| Annual Yield % from dividends | 1.64 | 2.42 | 68% |
| Returns for 1 year | 26.89 | 24.64 | 109% |
| Returns for 3 years | 9.28 | 15.33 | 60% |
| Returns for 5 years | 36.98 | 40.23 | 92% |
| Returns for 10 years | 44.99 | N/A | - |
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