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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$46.95
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R3
Price$39.57
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
CSGCX vs RLBCX Comparison Chart in %
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CSGCX vs. RLBCX commentary
Dec 04, 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. CSGCX (1.5B). RLBCX pays higher dividends than CSGCX: RLBCX (1.44) vs CSGCX (0.60). 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 : 9.40 vs. CSGCX (4.52). RLBCX return over 5 years is better than : 37.08 vs. CSGCX (28.09).
| 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 | 10.938 | 16.784 | 65% |
| 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 | 1.44 | 42% |
| Returns for 1 year | 4.52 | 9.40 | 48% |
| Returns for 3 years | 38.75 | 39.63 | 98% |
| Returns for 5 years | 28.09 | 37.08 | 76% |
| Returns for 10 years | 55.45 | 71.89 | 77% |
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