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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$43.98
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R2
Price$34.53
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
CSIFX vs RLBBX Comparison Chart
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CSIFX vs. RLBBX commentary
May 25, 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: 237B vs. CSIFX (1.33B). CSIFX pays higher dividends than RLBBX: CSIFX (1.40) vs RLBBX (1.27). 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 annual gain was more profitable for investors over the last year : 5.55 vs. RLBBX (4.44). CSIFX return over 5 years is better than : 40.43 vs. RLBBX (33.58).
| 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 | -0.652 | 1.539 | -42% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 237B | 1% |
| Annual Yield % from dividends | 1.40 | 1.27 | 110% |
| Returns for 1 year | 5.55 | 4.44 | 125% |
| Returns for 3 years | 28.41 | 20.04 | 142% |
| Returns for 5 years | 40.43 | 33.58 | 120% |
| Returns for 10 years | 45.37 | 46.63 | 97% |
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