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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$46.27
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CSIFX vs RLBEX Comparison Chart in %
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CSIFX vs. RLBEX commentary
Jul 07, 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: 252B vs. CSIFX (1.42B). RLBEX pays higher dividends than CSIFX: RLBEX (1.83) vs CSIFX (1.32). CSIFX was incepted earlier than RLBEX: CSIFX (43 years) vs RLBEX (23 years). CSIFX (0.90) is less costly to investors than RLBEX (0.59). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than CSIFX: RLBEX (250) vs CSIFX (1000). RLBEX annual gain was more profitable for investors over the last year : 7.86 vs. CSIFX (6.33). RLBEX (41.38) and CSIFX (40.84) have equivalent 5 years return.
| CSIFX | RLBEX | CSIFX / RLBEX | |
| Total Expense Ratio | 0.90 | 0.59 | 153% |
| Annual Report Gross Expense Ratio | 0.90 | 0.59 | 153% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | 4.894 | 8.064 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 1.32 | 1.83 | 72% |
| Returns for 1 year | 6.33 | 7.86 | 81% |
| Returns for 3 years | 37.64 | 35.05 | 107% |
| Returns for 5 years | 40.84 | 41.38 | 99% |
| Returns for 10 years | 56.28 | 67.17 | 84% |
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