Ad is loading...
CSIFX vs RLBGX
CSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGX
Calvert Balanced A
Price$46.72
Change+$0.17 (+0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.58
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
CSIFX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSIFX vs. RLBGX commentary
Dec 24, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. CSIFX (1.39B). 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 : 20.61 vs. RLBGX (11.09). CSIFX return over 5 years is better than : 42.98 vs. RLBGX (32.49).
| 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 | 10.601 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 236B | 1% |
| Annual Yield % from dividends | 2.23 | 2.55 | 87% |
| Returns for 1 year | 20.61 | 11.09 | 186% |
| Returns for 3 years | 10.26 | 9.89 | 104% |
| Returns for 5 years | 42.98 | 32.49 | 132% |
| Returns for 10 years | 56.65 | 54.90 | 103% |
View a ticker or compare two or three
VS
VS
Ad is loading...