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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$44.91
Change-$1.15 (-2.50%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
CSGCX vs RLBCX Comparison Chart in %
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CSGCX vs. RLBCX commentary
Feb 04, 2026
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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. CSGCX (1.46B). RLBCX pays higher dividends than CSGCX: RLBCX (1.62) vs CSGCX (0.67). CSGCX was incepted earlier than RLBCX: CSGCX (32 years) vs RLBCX (24 years). CSGCX (1.66) is less costly to investors than RLBCX (0.89). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CSGCX: RLBCX (250) vs CSGCX (1000). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. CSGCX (4.71). RLBCX return over 5 years is better than : 33.82 vs. CSGCX (20.55).
| CSGCX | RLBCX | CSGCX / RLBCX | |
| Total Expense Ratio | 1.66 | 0.89 | 187% |
| Annual Report Gross Expense Ratio | 1.66 | 0.89 | 187% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | -0.377 | 2.445 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 270B | 1% |
| Annual Yield % from dividends | 0.67 | 1.62 | 41% |
| Returns for 1 year | 4.71 | 10.97 | 43% |
| Returns for 3 years | 33.26 | 35.49 | 94% |
| Returns for 5 years | 20.55 | 33.82 | 61% |
| Returns for 10 years | 77.99 | 84.49 | 92% |
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