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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$45.54
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CSGCX vs RLBFX Comparison Chart in %
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CSGCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. CSGCX (1.43B). RLBFX pays higher dividends than CSGCX: RLBFX (2.05) vs CSGCX (0.64). CSGCX was incepted earlier than RLBFX: CSGCX (32 years) vs RLBFX (23 years). CSGCX (1.66) is less costly to investors than RLBFX (0.29). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CSGCX: RLBFX (250) vs CSGCX (1000). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. CSGCX (7.29). RLBFX return over 5 years is better than : 41.46 vs. CSGCX (30.49).
| CSGCX | RLBFX | CSGCX / RLBFX | |
| Total Expense Ratio | 1.66 | 0.29 | 572% |
| Annual Report Gross Expense Ratio | 1.66 | 0.29 | 572% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 7.423 | 11.562 | 64% |
| 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 | 2.05 | 31% |
| Returns for 1 year | 7.29 | 10.28 | 71% |
| Returns for 3 years | 37.77 | 40.92 | 92% |
| Returns for 5 years | 30.49 | 41.46 | 74% |
| Returns for 10 years | 53.36 | 78.40 | 68% |
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