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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$43.98
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R3
Price$34.61
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.88B
CSIFX vs RLBCX Comparison Chart
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CSIFX vs. RLBCX commentary
May 25, 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.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. CSIFX (1.33B). RLBCX pays higher dividends than CSIFX: RLBCX (1.70) 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 . 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). CSIFX annual gain was more profitable for investors over the last year : 5.55 vs. RLBCX (4.88). CSIFX return over 5 years is better than : 40.43 vs. RLBCX (36.03).
| 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 | -0.652 | 1.704 | -38% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 238B | 1% |
| Annual Yield % from dividends | 1.40 | 1.70 | 82% |
| Returns for 1 year | 5.55 | 4.88 | 114% |
| Returns for 3 years | 28.41 | 21.26 | 134% |
| Returns for 5 years | 40.43 | 36.03 | 112% |
| Returns for 10 years | 45.37 | 50.24 | 90% |
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