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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$46.72
Change+$0.17 (+0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.50
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
CSIFX vs RLBEX Comparison Chart
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CSIFX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. CSIFX (1.39B). RLBEX (2.24) and CSIFX (2.23) have matching dividends . CSIFX was incepted earlier than RLBEX: CSIFX (42 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (106.00). 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 : 20.61 vs. RLBEX (10.70). CSIFX return over 5 years is better than : 42.98 vs. RLBEX (30.53).
| CSIFX | RLBEX | CSIFX / RLBEX | |
| 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 | 10.211 | 198% |
| 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 | 2.24 | 100% |
| Returns for 1 year | 20.61 | 10.70 | 193% |
| Returns for 3 years | 10.26 | 9.05 | 113% |
| Returns for 5 years | 42.98 | 30.53 | 141% |
| Returns for 10 years | 56.65 | 53.92 | 105% |
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