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CSIFX vs RLBGX
CSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGX
Calvert Balanced A
Price$43.29
Change+$0.21 (+0.49%)
VolumeN/A
Net Assets1.4B
American Funds American Balanced R6
Price$34.30
Change+$0.14 (+0.41%)
VolumeN/A
Net Assets233.54B
CSIFX vs RLBGX Comparison Chart
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CSIFX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. CSIFX (1.4B). RLBGX pays higher dividends than CSIFX: RLBGX (2.31) vs CSIFX (1.40). CSIFX was incepted earlier than RLBGX: CSIFX (42 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 : 4.50 vs. RLBGX (3.85). CSIFX (53.15) and RLBGX (50.73) 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 | 42 years | 16 years | - |
| Gain YTD | -2.685 | 0.249 | -1,079% |
| 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 | 2.31 | 61% |
| Returns for 1 year | 4.50 | 3.85 | 117% |
| Returns for 3 years | 14.36 | 13.07 | 110% |
| Returns for 5 years | 53.15 | 50.73 | 105% |
| Returns for 10 years | 43.97 | 55.12 | 80% |
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