Interact to see
Advertisement
Advertisement
CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$46.80
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R4
Price$36.99
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
CSIFX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSIFX vs. RLBEX commentary
Aug 08, 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: 253B vs. CSIFX (1.43B). RLBEX pays higher dividends than CSIFX: RLBEX (1.81) vs CSIFX (1.30). 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 : 11.40 vs. RLBEX (10.77). RLBEX (36.60) and CSIFX (35.29) 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 | 6.277 | 8.592 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 253B | 1% |
| Annual Yield % from dividends | 1.30 | 1.81 | 72% |
| Returns for 1 year | 11.40 | 10.77 | 106% |
| Returns for 3 years | 33.43 | 31.19 | 107% |
| Returns for 5 years | 35.29 | 36.60 | 96% |
| Returns for 10 years | 57.09 | 66.90 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement