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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$46.88
Change+$0.24 (+0.51%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
CSIFX vs RLBFX Comparison Chart in %
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CSIFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. CSIFX (1.43B). RLBFX pays higher dividends than CSIFX: RLBFX (2.08) vs CSIFX (1.30). 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 : 11.75 vs. CSIFX (10.26). RLBFX return over 5 years is better than : 38.32 vs. CSIFX (34.60).
| 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 | 5.733 | 8.750 | 66% |
| 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 | 2.08 | 63% |
| Returns for 1 year | 10.26 | 11.75 | 87% |
| Returns for 3 years | 32.93 | 31.94 | 103% |
| Returns for 5 years | 34.60 | 38.32 | 90% |
| Returns for 10 years | 57.62 | 66.67 | 86% |
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