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CSIFX vs RAMHX
CSIFX vs RAMHX Comparison
Open Charts CSIFX vs RAMHX
Calvert Balanced A
Price$48.16
Change+$0.21 (+0.44%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R2E
Price$38.57
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
CSIFX vs RAMHX Comparison Chart in %
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CSIFX vs. RAMHX commentary
Nov 20, 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 CSIFX is a Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. CSIFX (1.48B). RAMHX pays higher dividends than CSIFX: RAMHX (1.33) vs CSIFX (1.25). CSIFX was incepted earlier than RAMHX: CSIFX (43 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CSIFX (0.90). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than CSIFX: RAMHX (250) vs CSIFX (1000). RAMHX annual gain was more profitable for investors over the last year : 8.45 vs. CSIFX (5.15). RAMHX return over 5 years is better than : 36.09 vs. CSIFX (33.80).
| CSIFX | RAMHX | CSIFX / RAMHX | |
| Total Expense Ratio | 0.90 | 1.04 | 87% |
| Annual Report Gross Expense Ratio | 0.90 | 1.04 | 87% |
| Fund Existence | 43 years | 11 years | - |
| Gain YTD | 9.079 | 13.577 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 263B | 1% |
| Annual Yield % from dividends | 1.25 | 1.33 | 94% |
| Returns for 1 year | 5.15 | 8.45 | 61% |
| Returns for 3 years | 42.69 | 39.16 | 109% |
| Returns for 5 years | 33.80 | 36.09 | 94% |
| Returns for 10 years | 66.02 | 66.08 | 100% |
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