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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$46.72
Change+$0.17 (+0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.34
Change+$0.20 (+0.59%)
VolumeN/A
CapitalizationN/A
CSIFX vs RLBCX Comparison Chart
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CSIFX vs. RLBCX commentary
Dec 24, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. CSIFX (1.39B). CSIFX pays higher dividends than RLBCX: CSIFX (2.23) vs RLBCX (1.98). CSIFX was incepted earlier than RLBCX: CSIFX (42 years) vs RLBCX (23 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 : 20.61 vs. RLBCX (10.32). CSIFX return over 5 years is better than : 42.98 vs. RLBCX (28.85).
| CSIFX | RLBCX | CSIFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | 20.215 | 9.873 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 236B | 1% |
| Annual Yield % from dividends | 2.23 | 1.98 | 113% |
| Returns for 1 year | 20.61 | 10.32 | 200% |
| Returns for 3 years | 10.26 | 8.30 | 124% |
| Returns for 5 years | 42.98 | 28.85 | 149% |
| Returns for 10 years | 56.65 | 49.43 | 115% |
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