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CSIFX vs RAMHX
CSIFX vs RAMHX Comparison
Open Charts CSIFX vs RAMHX
Calvert Balanced A
Price$46.94
Change+$0.17 (+0.36%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CSIFX vs RAMHX Comparison Chart in %
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CSIFX vs. RAMHX commentary
Jul 27, 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 RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. CSIFX (1.42B). RAMHX pays higher dividends than CSIFX: RAMHX (1.43) vs CSIFX (1.32). CSIFX was incepted earlier than RAMHX: CSIFX (43 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than CSIFX (0.90). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than CSIFX: RAMHX (250) vs CSIFX (1000). CSIFX (9.79) and RAMHX (9.75) have marching annual gain over last year. CSIFX return over 5 years is better than : 39.28 vs. RAMHX (36.97).
| CSIFX | RAMHX | CSIFX / RAMHX | |
| Total Expense Ratio | 0.90 | 1.04 | 87% |
| Annual Report Gross Expense Ratio | 0.90 | 1.04 | 87% |
| Fund Existence | 43 years | 11 years | - |
| Gain YTD | 6.413 | 8.742 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 1.32 | 1.43 | 92% |
| Returns for 1 year | 9.79 | 9.75 | 100% |
| Returns for 3 years | 38.38 | 33.15 | 116% |
| Returns for 5 years | 39.28 | 36.97 | 106% |
| Returns for 10 years | 58.26 | 60.29 | 97% |
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