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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$46.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CSIFX vs RLBCX Comparison Chart
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CSIFX vs. RLBCX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. CSIFX (1.34B). CSIFX pays higher dividends than RLBCX: CSIFX (2.23) vs RLBCX (1.98). CSIFX was incepted earlier than RLBCX: CSIFX (42 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (106.00). 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 : 26.50 vs. RLBCX (22.26). CSIFX return over 5 years is better than : 43.02 vs. RLBCX (35.04).
| CSIFX | RLBCX | CSIFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 22 years | - |
| Gain YTD | 20.215 | 15.300 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 240B | 1% |
| Annual Yield % from dividends | 2.23 | 1.98 | 113% |
| Returns for 1 year | 26.50 | 22.26 | 119% |
| Returns for 3 years | 10.81 | 11.17 | 97% |
| Returns for 5 years | 43.02 | 35.04 | 123% |
| Returns for 10 years | 57.62 | 50.67 | 114% |
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