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CSIFX vs RAMHX
CSIFX vs RAMHX Comparison
Open Charts CSIFX vs RAMHX
Calvert Balanced A
Price$47.70
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R2E
Price$38.30
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CSIFX vs RAMHX Comparison Chart in %
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CSIFX vs. RAMHX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 262B vs. CSIFX (1.44B). RAMHX pays higher dividends than CSIFX: RAMHX (1.40) vs CSIFX (1.29). 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 : 7.60 vs. CSIFX (5.72). RAMHX (41.73) and CSIFX (39.71) have equivalent 5 years return.
| 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 | 8.510 | 12.782 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 262B | 1% |
| Annual Yield % from dividends | 1.29 | 1.40 | 92% |
| Returns for 1 year | 5.72 | 7.60 | 75% |
| Returns for 3 years | 49.10 | 49.40 | 99% |
| Returns for 5 years | 39.71 | 41.73 | 95% |
| Returns for 10 years | 73.18 | 77.38 | 95% |
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