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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$46.88
Change+$0.24 (+0.51%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R3
Price$36.79
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
CSIFX vs RLBCX Comparison Chart in %
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CSIFX vs. RLBCX commentary
Aug 08, 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: 253B vs. CSIFX (1.43B). RLBCX pays higher dividends than CSIFX: RLBCX (1.56) vs CSIFX (1.30). 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 : 11.04 vs. CSIFX (10.26). RLBCX (34.79) and CSIFX (34.60) have equivalent 5 years return.
| 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 | 5.733 | 8.359 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 253B | 1% |
| Annual Yield % from dividends | 1.30 | 1.56 | 84% |
| Returns for 1 year | 10.26 | 11.04 | 93% |
| Returns for 3 years | 32.93 | 29.84 | 110% |
| Returns for 5 years | 34.60 | 34.79 | 99% |
| Returns for 10 years | 57.62 | 60.65 | 95% |
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