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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$46.88
Change+$0.24 (+0.51%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R2
Price$36.72
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets253.12B
CSIFX vs RLBBX Comparison Chart in %
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CSIFX vs. RLBBX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. CSIFX (1.43B). CSIFX pays higher dividends than RLBBX: CSIFX (1.30) vs RLBBX (1.16). 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). CSIFX (10.26) and RLBBX (9.93) have marching annual gain over last year. CSIFX return over 5 years is better than : 34.60 vs. RLBBX (32.45).
| 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 | 5.733 | 8.116 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 253B | 1% |
| Annual Yield % from dividends | 1.30 | 1.16 | 112% |
| Returns for 1 year | 10.26 | 9.93 | 103% |
| Returns for 3 years | 32.93 | 28.65 | 115% |
| Returns for 5 years | 34.60 | 32.45 | 107% |
| Returns for 10 years | 57.62 | 57.78 | 100% |
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