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CSGCX vs RLEFX
CSGCX vs RLEFX Comparison
Open Charts CSGCX vs RLEFX
Calvert Balanced C
Price$44.62
Change-$0.28 (-0.62%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5E
Price$36.94
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
CSGCX vs RLEFX Comparison Chart in %
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CSGCX vs. RLEFX commentary
Aug 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. CSGCX (1.43B). RLEFX pays higher dividends than CSGCX: RLEFX (2.00) vs CSGCX (0.65). CSGCX was incepted earlier than RLEFX: CSGCX (31 years) vs RLEFX (10 years). CSGCX (1.66) is less costly to investors than RLEFX (0.39). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than CSGCX: RLEFX (250) vs CSGCX (1000). RLEFX annual gain was more profitable for investors over the last year : 11.20 vs. CSGCX (10.54). RLEFX return over 5 years is better than : 37.63 vs. CSGCX (29.73).
| CSGCX | RLEFX | CSGCX / RLEFX | |
| Total Expense Ratio | 1.66 | 0.39 | 426% |
| Annual Report Gross Expense Ratio | 1.66 | 0.39 | 426% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 5.913 | 8.458 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 254B | 1% |
| Annual Yield % from dividends | 0.65 | 2.00 | 32% |
| Returns for 1 year | 10.54 | 11.20 | 94% |
| Returns for 3 years | 30.49 | 31.55 | 97% |
| Returns for 5 years | 29.73 | 37.63 | 79% |
| Returns for 10 years | 45.28 | N/A | - |