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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$48.04
Change-$0.13 (-0.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R4
Price$38.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
CSIFX vs RLBEX Comparison Chart in %
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CSIFX vs. RLBEX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. CSIFX (1.46B). RLBEX pays higher dividends than CSIFX: RLBEX (1.74) vs CSIFX (1.27). 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 : 9.95 vs. CSIFX (7.90). RLBEX return over 5 years is better than : 42.38 vs. CSIFX (37.34).
| 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 | 9.579 | 14.396 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.27 | 1.74 | 73% |
| Returns for 1 year | 7.90 | 9.95 | 79% |
| Returns for 3 years | 50.25 | 51.09 | 98% |
| Returns for 5 years | 37.34 | 42.38 | 88% |
| Returns for 10 years | 69.17 | 78.78 | 88% |
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