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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$45.54
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CSGCX vs RLBEX Comparison Chart in %
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CSGCX vs. RLBEX commentary
Sep 08, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. CSGCX (1.43B). RLBEX pays higher dividends than CSGCX: RLBEX (1.79) vs CSGCX (0.64). CSGCX was incepted earlier than RLBEX: CSGCX (32 years) vs RLBEX (23 years). CSGCX (1.66) is less costly to investors than RLBEX (0.59). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than CSGCX: RLBEX (250) vs CSGCX (1000). RLBEX annual gain was more profitable for investors over the last year : 9.94 vs. CSGCX (7.29). RLBEX return over 5 years is better than : 39.68 vs. CSGCX (30.49).
| CSGCX | RLBEX | CSGCX / RLBEX | |
| Total Expense Ratio | 1.66 | 0.59 | 281% |
| Annual Report Gross Expense Ratio | 1.66 | 0.59 | 281% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.423 | 11.352 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 259B | 1% |
| Annual Yield % from dividends | 0.64 | 1.79 | 36% |
| Returns for 1 year | 7.29 | 9.94 | 73% |
| Returns for 3 years | 37.77 | 39.85 | 95% |
| Returns for 5 years | 30.49 | 39.68 | 77% |
| Returns for 10 years | 53.36 | 77.45 | 69% |
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