Ad is loading...
CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$42.79
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R4
Price$33.77
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
CSIFX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSIFX vs. RLBEX commentary
Apr 26, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 230B vs. CSIFX (1.34B). RLBEX pays higher dividends than CSIFX: RLBEX (1.97) vs CSIFX (1.40). CSIFX was incepted earlier than RLBEX: CSIFX (43 years) vs RLBEX (23 years). CSIFX (0.90) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (153.00). RLBEX has a lower initial minimum investment than CSIFX: RLBEX (250) vs CSIFX (1000). CSIFX annual gain was more profitable for investors over the last year : 6.32 vs. RLBEX (4.87). CSIFX return over 5 years is better than : 39.86 vs. RLBEX (36.26).
| CSIFX | RLBEX | CSIFX / RLBEX | |
| Total Expense Ratio | 0.90 | 0.60 | 150% |
| Annual Report Gross Expense Ratio | 0.90 | 0.60 | 150% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | -3.883 | -1.156 | 336% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 230B | 1% |
| Annual Yield % from dividends | 1.40 | 1.97 | 71% |
| Returns for 1 year | 6.32 | 4.87 | 130% |
| Returns for 3 years | 19.51 | 16.46 | 118% |
| Returns for 5 years | 39.86 | 36.26 | 110% |
| Returns for 10 years | 40.80 | 49.39 | 83% |
View a ticker or compare two or three
VS
VS
Ad is loading...