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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$48.04
Change-$0.13 (-0.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
CSIFX vs RLBFX Comparison Chart in %
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CSIFX vs. RLBFX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. CSIFX (1.46B). RLBFX pays higher dividends than CSIFX: RLBFX (2.00) vs CSIFX (1.27). 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 : 10.30 vs. CSIFX (7.90). RLBFX return over 5 years is better than : 44.24 vs. CSIFX (37.34).
| 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 | 9.579 | 14.654 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 266B | 1% |
| Annual Yield % from dividends | 1.27 | 2.00 | 63% |
| Returns for 1 year | 7.90 | 10.30 | 77% |
| Returns for 3 years | 50.25 | 52.37 | 96% |
| Returns for 5 years | 37.34 | 44.24 | 84% |
| Returns for 10 years | 69.17 | 79.97 | 87% |
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