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CSGCX vs RLBCX
CSGCX vs RLBCX Comparison
Open Charts CSGCX vs RLBCX
Calvert Balanced C
Price$46.36
Change-$0.54 (-1.15%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
CSGCX vs RLBCX Comparison Chart in %
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CSGCX vs. RLBCX commentary
Nov 14, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. CSGCX (1.48B). RLBCX pays higher dividends than CSGCX: RLBCX (1.46) vs CSGCX (0.61). CSGCX was incepted earlier than RLBCX: CSGCX (32 years) vs RLBCX (23 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 : 8.39 vs. CSGCX (4.22). RLBCX return over 5 years is better than : 37.74 vs. CSGCX (28.75).
| 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 | 23 years | - |
| Gain YTD | 9.544 | 14.512 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 269B | 1% |
| Annual Yield % from dividends | 0.61 | 1.46 | 42% |
| Returns for 1 year | 4.22 | 8.39 | 50% |
| Returns for 3 years | 41.54 | 41.39 | 100% |
| Returns for 5 years | 28.75 | 37.74 | 76% |
| Returns for 10 years | 55.32 | 70.87 | 78% |
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