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CSIFX vs RAMHX
CSIFX vs RAMHX Comparison
Open Charts CSIFX vs RAMHX
Calvert Balanced A
Price$48.04
Change-$0.13 (-0.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R2E
Price$38.72
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
CSIFX vs RAMHX Comparison Chart in %
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CSIFX vs. RAMHX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. CSIFX (1.46B). RAMHX pays higher dividends than CSIFX: RAMHX (1.35) vs CSIFX (1.27). 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 : 9.45 vs. CSIFX (7.90). RAMHX return over 5 years is better than : 39.71 vs. CSIFX (37.34).
| 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 | 9.579 | 14.018 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.27 | 1.35 | 94% |
| Returns for 1 year | 7.90 | 9.45 | 84% |
| Returns for 3 years | 50.25 | 49.20 | 102% |
| Returns for 5 years | 37.34 | 39.71 | 94% |
| Returns for 10 years | 69.17 | 71.44 | 97% |