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CSIFX vs RLBAX
CSIFX vs RLBAX Comparison
Open Charts CSIFX vs RLBAX
Calvert Balanced A
Price$45.51
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets1.38B
American Funds American Balanced R1
Price$35.04
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
CSIFX vs RLBAX Comparison Chart
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CSIFX vs. RLBAX commentary
Jan 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. CSIFX (1.38B). 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 : 15.37 vs. RLBAX (11.57). CSIFX return over 5 years is better than : 36.85 vs. RLBAX (27.69).
| 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 | 2.477 | 3.029 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 242B | 1% |
| Annual Yield % from dividends | 2.23 | 1.59 | 140% |
| Returns for 1 year | 15.37 | 11.57 | 133% |
| Returns for 3 years | 22.02 | 14.03 | 157% |
| Returns for 5 years | 36.85 | 27.69 | 133% |
| Returns for 10 years | 54.14 | 50.06 | 108% |
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