Interact to see
Advertisement
Advertisement
CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$48.16
Change+$0.21 (+0.44%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
CSIFX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSIFX vs. RLBFX commentary
Nov 20, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. CSIFX (1.48B). RLBFX pays higher dividends than CSIFX: RLBFX (1.97) vs CSIFX (1.25). CSIFX was incepted earlier than RLBFX: CSIFX (43 years) vs RLBFX (24 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 : 9.32 vs. CSIFX (5.15). RLBFX return over 5 years is better than : 40.53 vs. CSIFX (33.80).
| 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 | 24 years | - |
| Gain YTD | 9.079 | 14.331 | 63% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 263B | 1% |
| Annual Yield % from dividends | 1.25 | 1.97 | 63% |
| Returns for 1 year | 5.15 | 9.32 | 55% |
| Returns for 3 years | 42.69 | 42.18 | 101% |
| Returns for 5 years | 33.80 | 40.53 | 83% |
| Returns for 10 years | 66.02 | 74.39 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement