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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$45.08
Change-$0.50 (-1.10%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CSIFX vs RLBEX Comparison Chart
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CSIFX vs. RLBEX commentary
Feb 23, 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 StrongBuy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. CSIFX (1.41B). 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 : 10.95 vs. RLBEX (9.22). CSIFX return over 5 years is better than : 33.53 vs. RLBEX (30.07).
| 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 | 1.509 | 2.889 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 242B | 1% |
| Annual Yield % from dividends | 2.23 | 2.24 | 100% |
| Returns for 1 year | 10.95 | 9.22 | 119% |
| Returns for 3 years | 22.40 | 17.55 | 128% |
| Returns for 5 years | 33.53 | 30.07 | 112% |
| Returns for 10 years | 49.21 | 54.52 | 90% |
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