Interact to see
Advertisement
Advertisement
CSIFX vs RLBGX
CSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGX
Calvert Balanced A
Price$43.98
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets1.33B
American Funds American Balanced R6
Price$34.89
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
CSIFX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSIFX vs. RLBGX commentary
May 25, 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: 238B vs. CSIFX (1.33B). 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). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than CSIFX: RLBGX (250) vs CSIFX (1000). RLBGX (5.61) and CSIFX (5.55) have marching annual gain over last year. CSIFX (40.43) and RLBGX (39.90) 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 | -0.652 | 1.973 | -33% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.33B | 238B | 1% |
| Annual Yield % from dividends | 1.40 | 2.31 | 60% |
| Returns for 1 year | 5.55 | 5.61 | 99% |
| Returns for 3 years | 28.41 | 23.22 | 122% |
| Returns for 5 years | 40.43 | 39.90 | 101% |
| Returns for 10 years | 45.37 | 55.97 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement