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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$46.72
Change+$0.17 (+0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.28
Change+$0.20 (+0.59%)
VolumeN/A
CapitalizationN/A
CSIFX vs RLBBX Comparison Chart
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CSIFX vs. RLBBX commentary
Dec 24, 2024
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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. CSIFX (1.39B). CSIFX pays higher dividends than RLBBX: CSIFX (2.23) vs RLBBX (1.58). CSIFX was incepted earlier than RLBBX: CSIFX (42 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (106.00). RLBBX has a lower initial minimum investment than CSIFX: RLBBX (250) vs CSIFX (1000). CSIFX annual gain was more profitable for investors over the last year : 20.61 vs. RLBBX (9.84). CSIFX return over 5 years is better than : 42.98 vs. RLBBX (26.53).
| CSIFX | RLBBX | CSIFX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | 20.215 | 9.389 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 236B | 1% |
| Annual Yield % from dividends | 2.23 | 1.58 | 141% |
| Returns for 1 year | 20.61 | 9.84 | 209% |
| Returns for 3 years | 10.26 | 7.28 | 141% |
| Returns for 5 years | 42.98 | 26.53 | 162% |
| Returns for 10 years | 56.65 | 46.03 | 123% |