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CSGCX vs RLEFX
CSGCX vs RLEFX Comparison
Open Charts CSGCX vs RLEFX
Calvert Balanced C
Price$44.91
Change-$1.15 (-2.50%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
CSGCX vs RLEFX Comparison Chart in %
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CSGCX vs. RLEFX commentary
Feb 05, 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. CSGCX (1.46B). RLEFX pays higher dividends than CSGCX: RLEFX (2.06) vs CSGCX (0.67). CSGCX was incepted earlier than RLEFX: CSGCX (32 years) vs RLEFX (10 years). CSGCX (1.66) is less costly to investors than RLEFX (0.39). CSGCX is a more actively managed with annual turnover of: 153.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than CSGCX: RLEFX (250) vs CSGCX (1000). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. CSGCX (4.71). RLEFX return over 5 years is better than : 36.72 vs. CSGCX (20.55).
| CSGCX | RLEFX | CSGCX / RLEFX | |
| Total Expense Ratio | 1.66 | 0.39 | 426% |
| Annual Report Gross Expense Ratio | 1.66 | 0.39 | 426% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -0.377 | 2.483 | -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 | 2.06 | 32% |
| Returns for 1 year | 4.71 | 11.56 | 41% |
| Returns for 3 years | 33.26 | 37.57 | 89% |
| Returns for 5 years | 20.55 | 36.72 | 56% |
| Returns for 10 years | 77.99 | 90.60 | 86% |
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