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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$42.79
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R2
Price$33.53
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets229.84B
CSIFX vs RLBBX Comparison Chart
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CSIFX vs. RLBBX commentary
Apr 26, 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: 230B vs. CSIFX (1.34B). 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 (1.33) is less costly to investors than CSIFX (0.90). RLBBX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (153.00). 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 : 6.32 vs. RLBBX (4.09). CSIFX return over 5 years is better than : 39.86 vs. RLBBX (32.01).
| CSIFX | RLBBX | CSIFX / RLBBX | |
| Total Expense Ratio | 0.90 | 1.33 | 68% |
| Annual Report Gross Expense Ratio | 0.90 | 1.33 | 68% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | -3.883 | -1.402 | 277% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 230B | 1% |
| Annual Yield % from dividends | 1.40 | 1.27 | 110% |
| Returns for 1 year | 6.32 | 4.09 | 155% |
| Returns for 3 years | 19.51 | 14.37 | 136% |
| Returns for 5 years | 39.86 | 32.01 | 125% |
| Returns for 10 years | 40.80 | 41.42 | 99% |