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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$43.29
Change+$0.21 (+0.49%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R3
Price$34.06
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets233.54B
CSIFX vs RLBCX Comparison Chart
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CSIFX vs. RLBCX commentary
Apr 02, 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: 234B vs. CSIFX (1.4B). RLBCX pays higher dividends than CSIFX: RLBCX (1.69) vs CSIFX (1.40). CSIFX was incepted earlier than RLBCX: CSIFX (42 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 : 4.50 vs. RLBCX (3.15). CSIFX return over 5 years is better than : 53.15 vs. RLBCX (46.62).
| CSIFX | RLBCX | CSIFX / RLBCX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 0.90 | 0.89 | 101% |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | -2.685 | 0.088 | -3,051% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 234B | 1% |
| Annual Yield % from dividends | 1.40 | 1.69 | 83% |
| Returns for 1 year | 4.50 | 3.15 | 143% |
| Returns for 3 years | 14.36 | 11.30 | 127% |
| Returns for 5 years | 53.15 | 46.62 | 114% |
| Returns for 10 years | 43.97 | 49.47 | 89% |
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