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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$43.98
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R5
Price$34.92
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
CSIFX vs RLBFX Comparison Chart
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CSIFX vs. RLBFX commentary
May 25, 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: 237B vs. CSIFX (1.33B). 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 (0.29). 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 (5.55) and CSIFX (5.55) have marching annual gain over last year. CSIFX (40.43) and RLBFX (39.57) have equivalent 5 years return.
| 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 | -0.652 | 1.929 | -34% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 237B | 1% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | 5.55 | 5.55 | 100% |
| Returns for 3 years | 28.41 | 23.05 | 123% |
| Returns for 5 years | 40.43 | 39.57 | 102% |
| Returns for 10 years | 45.37 | 55.59 | 82% |
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