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CSGCX vs RLEFX
CSGCX vs RLEFX Comparison
Open Charts CSGCX vs RLEFX
Calvert Balanced C
Price$44.92
Change+$0.17 (+0.38%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CSGCX vs RLEFX Comparison Chart in %
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CSGCX vs. RLEFX commentary
Jul 27, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. CSGCX (1.42B). RLEFX pays higher dividends than CSGCX: RLEFX (2.01) vs CSGCX (0.66). CSGCX was incepted earlier than RLEFX: CSGCX (31 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 : 10.46 vs. CSGCX (8.80). RLEFX return over 5 years is better than : 40.77 vs. CSGCX (33.39).
| CSGCX | RLEFX | CSGCX / RLEFX | |
| Total Expense Ratio | 1.66 | 0.39 | 426% |
| Annual Report Gross Expense Ratio | 1.66 | 0.39 | 426% |
| Fund Existence | 31 years | 10 years | - |
| Gain YTD | 5.960 | 9.133 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 0.66 | 2.01 | 33% |
| Returns for 1 year | 8.80 | 10.46 | 84% |
| Returns for 3 years | 34.99 | 35.42 | 99% |
| Returns for 5 years | 33.39 | 40.77 | 82% |
| Returns for 10 years | 45.00 | N/A | - |