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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$46.27
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CSIFX vs RLBBX Comparison Chart in %
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CSIFX vs. RLBBX commentary
Jul 07, 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: 252B vs. CSIFX (1.42B). CSIFX pays higher dividends than RLBBX: CSIFX (1.32) vs RLBBX (1.17). 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 : 7.05 vs. CSIFX (6.33). CSIFX return over 5 years is better than : 40.84 vs. RLBBX (37.07).
| 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 | 4.894 | 7.674 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 1.32 | 1.17 | 112% |
| Returns for 1 year | 6.33 | 7.05 | 90% |
| Returns for 3 years | 37.64 | 32.48 | 116% |
| Returns for 5 years | 40.84 | 37.07 | 110% |
| Returns for 10 years | 56.28 | 58.03 | 97% |
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