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CSGCX vs RLBAX
CSGCX vs RLBAX Comparison
Open Charts CSGCX vs RLBAX
Calvert Balanced C
Price$47.07
Change+$0.12 (+0.26%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R1
Price$37.28
Change+$0.14 (+0.38%)
VolumeN/A
Net Assets269.37B
CSGCX vs RLBAX Comparison Chart in %
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CSGCX vs. RLBAX commentary
Dec 26, 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 RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. CSGCX (1.5B). RLBAX pays higher dividends than CSGCX: RLBAX (1.07) vs CSGCX (0.60). CSGCX was incepted earlier than RLBAX: CSGCX (32 years) vs RLBAX (24 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 : 8.53 vs. CSGCX (5.14). RLBAX return over 5 years is better than : 30.69 vs. CSGCX (27.71).
| 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 | 24 years | - |
| Gain YTD | 11.221 | 9.993 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 269B | 1% |
| Annual Yield % from dividends | 0.60 | 1.07 | 57% |
| Returns for 1 year | 5.14 | 8.53 | 60% |
| Returns for 3 years | 43.92 | 34.81 | 126% |
| Returns for 5 years | 27.71 | 30.69 | 90% |
| Returns for 10 years | 75.57 | 65.92 | 115% |
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