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AMBFX vs CSIFX
AMBFX vs CSIFX Comparison
Open Charts AMBFX vs CSIFX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
Calvert Balanced A
Price$47.63
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets1.43B
AMBFX vs CSIFX Comparison Chart in %
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AMBFX vs. CSIFX commentary
Sep 08, 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 AMBFX is a Buy and CSIFX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 258B vs. CSIFX (1.43B). AMBFX pays higher dividends than CSIFX: AMBFX (2.00) vs CSIFX (1.29). AMBFX was incepted earlier than CSIFX: AMBFX (17 years) vs CSIFX (43 years). CSIFX (0.90) is less costly to investors than AMBFX (0.35). CSIFX is a more actively managed with annual turnover of: 153.00 vs. AMBFX (44.00). AMBFX has a lower initial minimum investment than CSIFX: AMBFX (250) vs CSIFX (1000). AMBFX annual gain was more profitable for investors over the last year : 9.61 vs. CSIFX (8.26). AMBFX return over 5 years is better than : 40.34 vs. CSIFX (36.21).
| AMBFX | CSIFX | AMBFX / CSIFX | |
| Total Expense Ratio | 0.35 | 0.90 | 39% |
| Annual Report Gross Expense Ratio | 0.35 | 0.90 | 39% |
| Fund Existence | 17 years | 43 years | - |
| Gain YTD | 10.911 | 7.977 | 137% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.43B | 18,029% |
| Annual Yield % from dividends | 2.00 | 1.29 | 155% |
| Returns for 1 year | 9.61 | 8.26 | 116% |
| Returns for 3 years | 39.97 | 41.24 | 97% |
| Returns for 5 years | 40.34 | 36.21 | 111% |
| Returns for 10 years | 76.71 | 67.41 | 114% |
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