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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$43.98
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R4
Price$34.79
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
CSIFX vs RLBEX Comparison Chart
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CSIFX vs. RLBEX commentary
May 25, 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: 238B vs. CSIFX (1.33B). RLBEX pays higher dividends than CSIFX: RLBEX (1.98) vs CSIFX (1.40). 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). CSIFX annual gain was more profitable for investors over the last year : 5.55 vs. RLBEX (5.22). CSIFX return over 5 years is better than : 40.43 vs. RLBEX (37.84).
| 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 | -0.652 | 1.830 | -36% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 238B | 1% |
| Annual Yield % from dividends | 1.40 | 1.98 | 71% |
| Returns for 1 year | 5.55 | 5.22 | 106% |
| Returns for 3 years | 28.41 | 22.19 | 128% |
| Returns for 5 years | 40.43 | 37.84 | 107% |
| Returns for 10 years | 45.37 | 54.88 | 83% |
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