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CSIFX vs RAMHX
CSIFX vs RAMHX Comparison
Open Charts CSIFX vs RAMHX
Calvert Balanced A
Price$46.49
Change-$0.23 (-0.49%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$36.26
Change-$0.16 (-0.44%)
VolumeN/A
CapitalizationN/A
CSIFX vs RAMHX Comparison Chart
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CSIFX vs. RAMHX commentary
Nov 15, 2024
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 CSIFX is a Buy and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 239B vs. CSIFX (1.34B). CSIFX pays higher dividends than RAMHX: CSIFX (2.23) vs RAMHX (1.84). CSIFX was incepted earlier than RAMHX: CSIFX (42 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (106.00). RAMHX has a lower initial minimum investment than CSIFX: RAMHX (250) vs CSIFX (1000). CSIFX annual gain was more profitable for investors over the last year : 26.50 vs. RAMHX (22.07). CSIFX return over 5 years is better than : 43.02 vs. RAMHX (34.24).
| CSIFX | RAMHX | CSIFX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 10 years | - |
| Gain YTD | 20.215 | 15.131 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 239B | 1% |
| Annual Yield % from dividends | 2.23 | 1.84 | 121% |
| Returns for 1 year | 26.50 | 22.07 | 120% |
| Returns for 3 years | 10.81 | 10.81 | 100% |
| Returns for 5 years | 43.02 | 34.24 | 126% |
| Returns for 10 years | 57.62 | 49.20 | 117% |
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