CSIFX
Price
$42.79
Change
+$0.24 (+0.56%)
Updated
Apr 25 closing price
Net Assets
1.34B
RLBGX
Price
$33.85
Change
+$0.12 (+0.36%)
Updated
Apr 25 closing price
Net Assets
229.84B
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CSIFX vs RLBGX

Header iconCSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGXBanner chart's image
Calvert Balanced A
Price$42.79
Change+$0.24 (+0.56%)
VolumeN/A
Net Assets1.34B
American Funds American Balanced R6
Price$33.85
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets229.84B
CSIFX vs RLBGX Comparison Chart
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CSIFX vs. RLBGX commentary
Apr 26, 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 RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 230B vs. CSIFX (1.34B). RLBGX pays higher dividends than CSIFX: RLBGX (2.31) vs CSIFX (1.40). CSIFX was incepted earlier than RLBGX: CSIFX (43 years) vs RLBGX (16 years). CSIFX (0.90) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (153.00). RLBGX has a lower initial minimum investment than CSIFX: RLBGX (250) vs CSIFX (1000). CSIFX annual gain was more profitable for investors over the last year : 6.32 vs. RLBGX (5.23). CSIFX (39.86) and RLBGX (38.22) have equivalent 5 years return.
CSIFXRLBGXCSIFX / RLBGX
Total Expense Ratio0.900.25360%
Annual Report Gross Expense Ratio0.900.25360%
Fund Existence43 years16 years-
Gain YTD-3.883-1.066364%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.34B230B1%
Annual Yield % from dividends1.402.3161%
Returns for 1 year6.325.23121%
Returns for 3 years19.5117.43112%
Returns for 5 years39.8638.22104%
Returns for 10 years40.8050.4281%
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