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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$48.16
Change+$0.21 (+0.44%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
CSIFX vs RLBBX Comparison Chart in %
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CSIFX vs. RLBBX commentary
Nov 20, 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 RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. CSIFX (1.48B). CSIFX pays higher dividends than RLBBX: CSIFX (1.25) vs RLBBX (1.09). CSIFX was incepted earlier than RLBBX: CSIFX (43 years) vs RLBBX (24 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 : 8.15 vs. CSIFX (5.15). RLBBX (34.47) and CSIFX (33.80) 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 | 24 years | - |
| Gain YTD | 9.079 | 13.290 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 263B | 1% |
| Annual Yield % from dividends | 1.25 | 1.09 | 115% |
| Returns for 1 year | 5.15 | 8.15 | 63% |
| Returns for 3 years | 42.69 | 38.09 | 112% |
| Returns for 5 years | 33.80 | 34.47 | 98% |
| Returns for 10 years | 66.02 | 63.47 | 104% |
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