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CSIFX vs RAMHX
CSIFX vs RAMHX Comparison
Open Charts CSIFX vs RAMHX
Calvert Balanced A
Price$46.80
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R2E
Price$36.84
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
CSIFX vs RAMHX Comparison Chart in %
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CSIFX vs. RAMHX commentary
Aug 08, 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 Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. CSIFX (1.43B). RAMHX pays higher dividends than CSIFX: RAMHX (1.42) vs CSIFX (1.30). 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). CSIFX annual gain was more profitable for investors over the last year : 11.40 vs. RAMHX (10.27). CSIFX (35.29) and RAMHX (34.01) have equivalent 5 years return.
| 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 | 6.277 | 8.301 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 253B | 1% |
| Annual Yield % from dividends | 1.30 | 1.42 | 92% |
| Returns for 1 year | 11.40 | 10.27 | 111% |
| Returns for 3 years | 33.43 | 29.65 | 113% |
| Returns for 5 years | 35.29 | 34.01 | 104% |
| Returns for 10 years | 57.09 | 60.02 | 95% |
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