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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$45.72
Change+$0.10 (+0.22%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R4
Price$38.94
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
CSGCX vs RLBEX Comparison Chart in %
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CSGCX vs. RLBEX commentary
Oct 18, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 265B vs. CSGCX (1.46B). RLBEX pays higher dividends than CSGCX: RLBEX (1.74) vs CSGCX (0.62). 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 : 8.70 vs. CSGCX (4.23). RLBEX return over 5 years is better than : 42.04 vs. CSGCX (29.22).
| 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 | 8.032 | 14.631 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 265B | 1% |
| Annual Yield % from dividends | 0.62 | 1.74 | 36% |
| Returns for 1 year | 4.23 | 8.70 | 49% |
| Returns for 3 years | 44.27 | 50.52 | 88% |
| Returns for 5 years | 29.22 | 42.04 | 69% |
| Returns for 10 years | 52.60 | 77.69 | 68% |
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