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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$47.30
Change+$0.30 (+0.64%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R2
Price$37.20
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets256.45B
CSIFX vs RLBBX Comparison Chart in %
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CSIFX vs. RLBBX commentary
Sep 04, 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: 256B vs. CSIFX (1.43B). CSIFX pays higher dividends than RLBBX: CSIFX (1.29) vs RLBBX (1.15). 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 : 7.61 vs. CSIFX (6.78). CSIFX (34.41) and RLBBX (33.85) 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 | 23 years | - |
| Gain YTD | 6.549 | 9.529 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 256B | 1% |
| Annual Yield % from dividends | 1.29 | 1.15 | 112% |
| Returns for 1 year | 6.78 | 7.61 | 89% |
| Returns for 3 years | 38.83 | 34.67 | 112% |
| Returns for 5 years | 34.41 | 33.85 | 102% |
| Returns for 10 years | 67.40 | 68.24 | 99% |
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