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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$42.79
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R5
Price$33.89
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
CSIFX vs RLBFX Comparison Chart
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CSIFX vs. RLBFX commentary
Apr 26, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 230B vs. CSIFX (1.34B). RLBFX pays higher dividends than CSIFX: RLBFX (2.26) vs CSIFX (1.40). CSIFX was incepted earlier than RLBFX: CSIFX (43 years) vs RLBFX (23 years). CSIFX (0.90) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (153.00). RLBFX has a lower initial minimum investment than CSIFX: RLBFX (250) vs CSIFX (1000). CSIFX annual gain was more profitable for investors over the last year : 6.32 vs. RLBFX (5.20). CSIFX (39.86) and RLBFX (37.99) have equivalent 5 years return.
| CSIFX | RLBFX | CSIFX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 0.90 | 0.30 | 300% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | -3.883 | -1.077 | 360% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 230B | 1% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | 6.32 | 5.20 | 121% |
| Returns for 3 years | 19.51 | 17.31 | 113% |
| Returns for 5 years | 39.86 | 37.99 | 105% |
| Returns for 10 years | 40.80 | 50.05 | 82% |