Interact to see
Advertisement
Advertisement
CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$46.36
Change-$0.54 (-1.15%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
CSGCX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSGCX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. CSGCX (1.48B). RLBEX pays higher dividends than CSGCX: RLBEX (1.71) vs CSGCX (0.61). 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 (4.22). RLBEX return over 5 years is better than : 41.28 vs. CSGCX (28.75).
| 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 | 9.544 | 16.221 | 59% |
| 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 | 1.71 | 36% |
| Returns for 1 year | 4.22 | 9.94 | 43% |
| Returns for 3 years | 41.54 | 43.51 | 95% |
| Returns for 5 years | 28.75 | 41.28 | 70% |
| Returns for 10 years | 55.32 | 80.23 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement