Interact to see
Advertisement
Advertisement
CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$45.53
Change-$0.16 (-0.35%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R3
Price$38.09
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
CSGCX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSGCX vs. RLBCX commentary
Jan 15, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. CSGCX (1.48B). RLBCX pays higher dividends than CSGCX: RLBCX (1.66) 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 : 13.88 vs. CSGCX (8.83). RLBCX return over 5 years is better than : 34.83 vs. CSGCX (24.72).
| 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 | 0.998 | 2.337 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 270B | 1% |
| Annual Yield % from dividends | 0.67 | 1.66 | 40% |
| Returns for 1 year | 8.83 | 13.88 | 64% |
| Returns for 3 years | 37.14 | 36.44 | 102% |
| Returns for 5 years | 24.72 | 34.83 | 71% |
| Returns for 10 years | 80.18 | 85.36 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement