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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$48.04
Change-$0.13 (-0.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R2
Price$38.60
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
CSIFX vs RLBBX Comparison Chart in %
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CSIFX vs. RLBBX 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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. CSIFX (1.46B). CSIFX pays higher dividends than RLBBX: CSIFX (1.27) vs RLBBX (1.11). CSIFX was incepted earlier than RLBBX: CSIFX (43 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than CSIFX (0.90). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than CSIFX: RLBBX (250) vs CSIFX (1000). RLBBX annual gain was more profitable for investors over the last year : 9.12 vs. CSIFX (7.90). RLBBX (38.04) and CSIFX (37.34) have equivalent 5 years return.
| CSIFX | RLBBX | CSIFX / RLBBX | |
| Total Expense Ratio | 0.90 | 1.32 | 68% |
| Annual Report Gross Expense Ratio | 0.90 | 1.32 | 68% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | 9.579 | 13.761 | 70% |
| 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 | 1.11 | 115% |
| Returns for 1 year | 7.90 | 9.12 | 87% |
| Returns for 3 years | 50.25 | 47.96 | 105% |
| Returns for 5 years | 37.34 | 38.04 | 98% |
| Returns for 10 years | 69.17 | 68.69 | 101% |