CSIFX
Price
$42.79
Change
+$0.24 (+0.56%)
Updated
Apr 25 closing price
Net Assets
1.34B
RLBCX
Price
$33.60
Change
+$0.12 (+0.36%)
Updated
Apr 25 closing price
Net Assets
229.84B
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CSIFX vs RLBCX

Header iconCSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCXBanner chart's image
Calvert Balanced A
Price$42.79
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R3
Price$33.60
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets229.84B
CSIFX vs RLBCX Comparison Chart
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CSIFX vs. RLBCX 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 RLBCX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 230B vs. CSIFX (1.34B). RLBCX pays higher dividends than CSIFX: RLBCX (1.69) vs CSIFX (1.40). CSIFX was incepted earlier than RLBCX: CSIFX (43 years) vs RLBCX (23 years). CSIFX (0.90) and RLBCX (0.89) have similar cost to investors . RLBCX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (153.00). RLBCX has a lower initial minimum investment than CSIFX: RLBCX (250) vs CSIFX (1000). CSIFX annual gain was more profitable for investors over the last year : 6.32 vs. RLBCX (4.53). CSIFX return over 5 years is better than : 39.86 vs. RLBCX (34.45).
CSIFXRLBCXCSIFX / RLBCX
Total Expense Ratio0.900.89101%
Annual Report Gross Expense Ratio0.900.89101%
Fund Existence43 years23 years-
Gain YTD-3.883-1.264307%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B230B1%
Annual Yield % from dividends1.401.6983%
Returns for 1 year6.324.53140%
Returns for 3 years19.5115.59125%
Returns for 5 years39.8634.45116%
Returns for 10 years40.8044.9291%
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