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CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$44.91
Change-$1.15 (-2.50%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
CSGCX vs RLBFX Comparison Chart in %
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CSGCX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. CSGCX (1.46B). RLBFX pays higher dividends than CSGCX: RLBFX (2.13) vs CSGCX (0.67). CSGCX was incepted earlier than RLBFX: CSGCX (32 years) vs RLBFX (24 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 : 11.69 vs. CSGCX (4.71). RLBFX return over 5 years is better than : 37.38 vs. CSGCX (20.55).
| 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 | 24 years | - |
| Gain YTD | -0.377 | 2.503 | -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 | 2.13 | 31% |
| Returns for 1 year | 4.71 | 11.69 | 40% |
| Returns for 3 years | 33.26 | 38.02 | 87% |
| Returns for 5 years | 20.55 | 37.38 | 55% |
| Returns for 10 years | 77.99 | 91.94 | 85% |
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