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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$46.50
Change+$0.04 (+0.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.60
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
CSIFX vs RLBFX Comparison Chart
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CSIFX vs. RLBFX commentary
Nov 23, 2024
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 StrongBuy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. CSIFX (1.34B). RLBFX pays higher dividends than CSIFX: RLBFX (2.50) vs CSIFX (2.23). CSIFX was incepted earlier than RLBFX: CSIFX (42 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (106.00). 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 : 24.41 vs. RLBFX (21.50). CSIFX return over 5 years is better than : 42.76 vs. RLBFX (38.41).
| CSIFX | RLBFX | CSIFX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | 19.649 | 15.594 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 238B | 1% |
| Annual Yield % from dividends | 2.23 | 2.50 | 89% |
| Returns for 1 year | 24.41 | 21.50 | 114% |
| Returns for 3 years | 10.48 | 13.09 | 80% |
| Returns for 5 years | 42.76 | 38.41 | 111% |
| Returns for 10 years | 54.87 | 53.77 | 102% |
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