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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$48.04
Change-$0.13 (-0.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R3
Price$38.68
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
CSIFX vs RLBCX Comparison Chart in %
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CSIFX vs. RLBCX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. CSIFX (1.46B). RLBCX pays higher dividends than CSIFX: RLBCX (1.49) vs CSIFX (1.27). 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 . CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CSIFX: RLBCX (250) vs CSIFX (1000). RLBCX annual gain was more profitable for investors over the last year : 9.62 vs. CSIFX (7.90). RLBCX return over 5 years is better than : 40.56 vs. CSIFX (37.34).
| CSIFX | RLBCX | CSIFX / RLBCX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 0.90 | 0.89 | 101% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | 9.579 | 14.158 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.27 | 1.49 | 85% |
| Returns for 1 year | 7.90 | 9.62 | 82% |
| Returns for 3 years | 50.25 | 49.82 | 101% |
| Returns for 5 years | 37.34 | 40.56 | 92% |
| Returns for 10 years | 69.17 | 73.29 | 94% |
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