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CSIFX vs RAMHX
CSIFX vs RAMHX Comparison
Open Charts CSIFX vs RAMHX
Calvert Balanced A
Price$47.78
Change+$0.11 (+0.23%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R2E
Price$38.79
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
CSIFX vs RAMHX Comparison Chart in %
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CSIFX vs. RAMHX commentary
Oct 19, 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 Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 265B vs. CSIFX (1.46B). RAMHX pays higher dividends than CSIFX: RAMHX (1.35) vs CSIFX (1.27). 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). RAMHX annual gain was more profitable for investors over the last year : 8.20 vs. CSIFX (5.19). RAMHX return over 5 years is better than : 39.39 vs. CSIFX (34.90).
| 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 | 8.692 | 14.224 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 265B | 1% |
| Annual Yield % from dividends | 1.27 | 1.35 | 94% |
| Returns for 1 year | 5.19 | 8.20 | 63% |
| Returns for 3 years | 47.90 | 48.64 | 98% |
| Returns for 5 years | 34.90 | 39.39 | 89% |
| Returns for 10 years | 66.58 | 70.36 | 95% |
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