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CSIFX vs RLBGX
CSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGX
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.
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.
| CSIFX | RLBGX | CSIFX / RLBGX | |
| Total Expense Ratio | 0.90 | 0.25 | 360% |
| Annual Report Gross Expense Ratio | 0.90 | 0.25 | 360% |
| Fund Existence | 43 years | 16 years | - |
| Gain YTD | -3.883 | -1.066 | 364% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 230B | 1% |
| Annual Yield % from dividends | 1.40 | 2.31 | 61% |
| Returns for 1 year | 6.32 | 5.23 | 121% |
| Returns for 3 years | 19.51 | 17.43 | 112% |
| Returns for 5 years | 39.86 | 38.22 | 104% |
| Returns for 10 years | 40.80 | 50.42 | 81% |