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CSGCX vs RLEFX
CSGCX vs RLEFX Comparison
Open Charts CSGCX vs RLEFX
Calvert Balanced C
Price$42.93
Change-$0.40 (-0.92%)
VolumeN/A
Net Assets1.37B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
CSGCX vs RLEFX Comparison Chart
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CSGCX vs. RLEFX commentary
Jun 16, 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: 244B vs. CSGCX (1.38B). RLEFX pays higher dividends than CSGCX: RLEFX (2.09) vs CSGCX (0.67). 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 : 5.49 vs. CSGCX (3.02). RLEFX return over 5 years is better than : 39.46 vs. CSGCX (33.77).
| 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 | 1.075 | 4.524 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 244B | 1% |
| Annual Yield % from dividends | 0.67 | 2.09 | 32% |
| Returns for 1 year | 3.02 | 5.49 | 55% |
| Returns for 3 years | 33.69 | 33.28 | 101% |
| Returns for 5 years | 33.77 | 39.46 | 86% |
| Returns for 10 years | 36.67 | N/A | - |
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