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CSIFX vs RLBGX
CSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGX
Calvert Balanced A
Price$46.49
Change-$0.23 (-0.49%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.49
Change-$0.17 (-0.46%)
VolumeN/A
CapitalizationN/A
CSIFX vs RLBGX Comparison Chart
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CSIFX vs. RLBGX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 239B vs. CSIFX (1.34B). RLBGX pays higher dividends than CSIFX: RLBGX (2.55) vs CSIFX (2.23). CSIFX was incepted earlier than RLBGX: CSIFX (42 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. CSIFX (106.00). 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 : 26.50 vs. RLBGX (23.04). CSIFX return over 5 years is better than : 43.02 vs. RLBGX (38.63).
| CSIFX | RLBGX | CSIFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 42 years | 16 years | - |
| Gain YTD | 20.215 | 15.935 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 239B | 1% |
| Annual Yield % from dividends | 2.23 | 2.55 | 87% |
| Returns for 1 year | 26.50 | 23.04 | 115% |
| Returns for 3 years | 10.81 | 12.77 | 85% |
| Returns for 5 years | 43.02 | 38.63 | 111% |
| Returns for 10 years | 57.62 | 56.10 | 103% |