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CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$45.72
Change+$0.10 (+0.22%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
CSGCX vs RLBAX Comparison Chart in %
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CSGCX vs. RLBAX commentary
Oct 18, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. CSGCX (1.46B). RLBAX pays higher dividends than CSGCX: RLBAX (1.10) vs CSGCX (0.62). CSGCX was incepted earlier than RLBAX: CSGCX (32 years) vs RLBAX (23 years). CSGCX (1.66) is less costly to investors than RLBAX (1.31). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than CSGCX: RLBAX (250) vs CSGCX (1000). RLBAX annual gain was more profitable for investors over the last year : 7.84 vs. CSGCX (4.23). RLBAX return over 5 years is better than : 37.69 vs. CSGCX (29.22).
| CSGCX | RLBAX | CSGCX / RLBAX | |
| Total Expense Ratio | 1.66 | 1.31 | 127% |
| Annual Report Gross Expense Ratio | 1.66 | 1.31 | 127% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 8.032 | 13.947 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 265B | 1% |
| Annual Yield % from dividends | 0.62 | 1.10 | 56% |
| Returns for 1 year | 4.23 | 7.84 | 54% |
| Returns for 3 years | 44.27 | 47.39 | 93% |
| Returns for 5 years | 29.22 | 37.69 | 78% |
| Returns for 10 years | 52.60 | 67.66 | 78% |
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