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CSGCX vs RLEFX
CSGCX vs RLEFX Comparison
Open Charts CSGCX vs RLEFX
Calvert Balanced C
Price$44.29
Change+$0.23 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
CSGCX vs RLEFX Comparison Chart in %
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CSGCX vs. RLEFX commentary
Jul 07, 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: 252B 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 : 8.07 vs. CSGCX (5.35). RLEFX return over 5 years is better than : 42.56 vs. CSGCX (34.88).
| 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 | 4.474 | 8.164 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 0.66 | 2.01 | 33% |
| Returns for 1 year | 5.35 | 8.07 | 66% |
| Returns for 3 years | 34.26 | 35.76 | 96% |
| Returns for 5 years | 34.88 | 42.56 | 82% |
| Returns for 10 years | 43.14 | N/A | - |
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