Interact to see
Advertisement
Advertisement
CSGCX vs RLBFX
CSGCX vs RLBFX Comparison
Open Charts CSGCX vs RLBFX
Calvert Balanced C
Price$45.12
Change-$0.12 (-0.27%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
CSGCX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSGCX vs. RLBFX commentary
Aug 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. CSGCX (1.43B). RLBFX pays higher dividends than CSGCX: RLBFX (2.08) vs CSGCX (0.65). CSGCX was incepted earlier than RLBFX: CSGCX (31 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 : 8.29 vs. CSGCX (6.02). RLBFX return over 5 years is better than : 39.76 vs. CSGCX (30.29).
| CSGCX | RLBFX | CSGCX / RLBFX | |
| Total Expense Ratio | 1.66 | 0.29 | 572% |
| Annual Report Gross Expense Ratio | 1.66 | 0.29 | 572% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 6.432 | 9.922 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 256B | 1% |
| Annual Yield % from dividends | 0.65 | 2.08 | 31% |
| Returns for 1 year | 6.02 | 8.29 | 73% |
| Returns for 3 years | 28.07 | 30.56 | 92% |
| Returns for 5 years | 30.29 | 39.76 | 76% |
| Returns for 10 years | 46.13 | 69.21 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement