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CSIFX vs RLBAX
CSIFX vs RLBAX Comparison
Open Charts CSIFX vs RLBAX
Calvert Balanced A
Price$45.08
Change-$0.50 (-1.10%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
CSIFX vs RLBAX Comparison Chart
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CSIFX vs. RLBAX commentary
Feb 23, 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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. CSIFX (1.41B). CSIFX pays higher dividends than RLBAX: CSIFX (2.23) vs RLBAX (1.59). CSIFX was incepted earlier than RLBAX: CSIFX (42 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (106.00). RLBAX has a lower initial minimum investment than CSIFX: RLBAX (250) vs CSIFX (1000). CSIFX annual gain was more profitable for investors over the last year : 10.95 vs. RLBAX (8.36). CSIFX return over 5 years is better than : 33.53 vs. RLBAX (26.04).
| CSIFX | RLBAX | CSIFX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | 1.509 | 2.764 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 242B | 1% |
| Annual Yield % from dividends | 2.23 | 1.59 | 140% |
| Returns for 1 year | 10.95 | 8.36 | 131% |
| Returns for 3 years | 22.40 | 15.63 | 143% |
| Returns for 5 years | 33.53 | 26.04 | 129% |
| Returns for 10 years | 49.21 | 46.53 | 106% |