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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$43.29
Change+$0.21 (+0.49%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R5
Price$34.33
Change+$0.13 (+0.38%)
VolumeN/A
Net Assets233.54B
CSIFX vs RLBFX Comparison Chart
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CSIFX vs. RLBFX commentary
Apr 02, 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: 234B vs. CSIFX (1.4B). RLBFX pays higher dividends than CSIFX: RLBFX (2.26) vs CSIFX (1.40). CSIFX was incepted earlier than RLBFX: CSIFX (42 years) vs RLBFX (23 years). CSIFX (0.90) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (153.00). 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 : 4.50 vs. RLBFX (3.80). CSIFX return over 5 years is better than : 53.15 vs. RLBFX (50.42).
| CSIFX | RLBFX | CSIFX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 0.90 | 0.30 | 300% |
| Fund Existence | 42 years | 23 years | - |
| Gain YTD | -2.685 | 0.207 | -1,297% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 234B | 1% |
| Annual Yield % from dividends | 1.40 | 2.26 | 62% |
| Returns for 1 year | 4.50 | 3.80 | 119% |
| Returns for 3 years | 14.36 | 12.92 | 111% |
| Returns for 5 years | 53.15 | 50.42 | 105% |
| Returns for 10 years | 43.97 | 54.75 | 80% |
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