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CSGCX vs RLBEX
CSGCX vs RLBEX Comparison
Open Charts CSGCX vs RLBEX
Calvert Balanced C
Price$44.91
Change-$1.15 (-2.50%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
CSGCX vs RLBEX Comparison Chart in %
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CSGCX vs. RLBEX commentary
Feb 04, 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 Buy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. CSGCX (1.46B). RLBEX pays higher dividends than CSGCX: RLBEX (1.87) vs CSGCX (0.67). CSGCX was incepted earlier than RLBEX: CSGCX (32 years) vs RLBEX (24 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 : 11.32 vs. CSGCX (4.71). RLBEX return over 5 years is better than : 35.56 vs. CSGCX (20.55).
| 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 | 24 years | - |
| Gain YTD | -0.377 | 2.459 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 270B | 1% |
| Annual Yield % from dividends | 0.67 | 1.87 | 36% |
| Returns for 1 year | 4.71 | 11.32 | 42% |
| Returns for 3 years | 33.26 | 36.71 | 91% |
| Returns for 5 years | 20.55 | 35.56 | 58% |
| Returns for 10 years | 77.99 | 90.55 | 86% |
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