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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$42.30
Change-$1.22 (-2.80%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
CSIFX vs RLBEX Comparison Chart
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CSIFX vs. RLBEX commentary
Apr 04, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. CSIFX (1.34B). RLBEX pays higher dividends than CSIFX: RLBEX (1.97) vs CSIFX (1.40). CSIFX was incepted earlier than RLBEX: CSIFX (42 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 : 5.92 vs. RLBEX (1.35). CSIFX return over 5 years is better than : 56.00 vs. RLBEX (46.09).
| CSIFX | RLBEX | CSIFX / RLBEX | |
| Total Expense Ratio | 0.90 | 0.60 | 150% |
| Annual Report Gross Expense Ratio | 0.90 | 0.60 | 150% |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | -1.692 | -2.180 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 235B | 1% |
| Annual Yield % from dividends | 1.40 | 1.97 | 71% |
| Returns for 1 year | 5.92 | 1.35 | 439% |
| Returns for 3 years | 15.15 | 9.13 | 166% |
| Returns for 5 years | 56.00 | 46.09 | 122% |
| Returns for 10 years | 44.93 | 49.74 | 90% |