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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$45.72
Change+$0.10 (+0.22%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
CSGCX vs RLBFX Comparison Chart in %
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CSGCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. CSGCX (1.46B). RLBFX pays higher dividends than CSGCX: RLBFX (2.00) vs CSGCX (0.62). 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 : 9.05 vs. CSGCX (4.23). RLBFX return over 5 years is better than : 43.90 vs. CSGCX (29.22).
| 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 | 8.032 | 14.890 | 54% |
| 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 | 2.00 | 31% |
| Returns for 1 year | 4.23 | 9.05 | 47% |
| Returns for 3 years | 44.27 | 51.85 | 85% |
| Returns for 5 years | 29.22 | 43.90 | 67% |
| Returns for 10 years | 52.60 | 78.80 | 67% |
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