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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$46.72
Change+$0.17 (+0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.62
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
CSIFX vs RLBFX Comparison Chart
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CSIFX vs. RLBFX commentary
Dec 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. CSIFX (1.39B). 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 : 20.61 vs. RLBFX (11.05). CSIFX return over 5 years is better than : 42.98 vs. RLBFX (32.27).
| 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 | 20.215 | 10.569 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 236B | 1% |
| Annual Yield % from dividends | 2.23 | 2.50 | 89% |
| Returns for 1 year | 20.61 | 11.05 | 186% |
| Returns for 3 years | 10.26 | 9.80 | 105% |
| Returns for 5 years | 42.98 | 32.27 | 133% |
| Returns for 10 years | 56.65 | 54.59 | 104% |
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