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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$46.27
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CSIFX vs RLBFX Comparison Chart in %
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CSIFX vs. RLBFX commentary
Jul 07, 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: 252B vs. CSIFX (1.42B). RLBFX pays higher dividends than CSIFX: RLBFX (2.10) vs CSIFX (1.32). CSIFX was incepted earlier than RLBFX: CSIFX (43 years) vs RLBFX (23 years). CSIFX (0.90) is less costly to investors than RLBFX (0.29). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CSIFX: RLBFX (250) vs CSIFX (1000). RLBFX annual gain was more profitable for investors over the last year : 8.18 vs. CSIFX (6.33). RLBFX return over 5 years is better than : 43.24 vs. CSIFX (40.84).
| CSIFX | RLBFX | CSIFX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 0.90 | 0.29 | 310% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | 4.894 | 8.222 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 1.32 | 2.10 | 63% |
| Returns for 1 year | 6.33 | 8.18 | 77% |
| Returns for 3 years | 37.64 | 36.13 | 104% |
| Returns for 5 years | 40.84 | 43.24 | 94% |
| Returns for 10 years | 56.28 | 68.15 | 83% |
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