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CSIFX vs RAMHX
CSIFX vs RAMHX Comparison
Open Charts CSIFX vs RAMHX
Calvert Balanced A
Price$46.27
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CSIFX vs RAMHX Comparison Chart in %
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CSIFX vs. RAMHX commentary
Jul 07, 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: 252B 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). RAMHX annual gain was more profitable for investors over the last year : 7.35 vs. CSIFX (6.33). CSIFX return over 5 years is better than : 40.84 vs. RAMHX (38.74).
| 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 | 4.894 | 7.830 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 1.32 | 1.43 | 92% |
| Returns for 1 year | 6.33 | 7.35 | 86% |
| Returns for 3 years | 37.64 | 33.46 | 112% |
| Returns for 5 years | 40.84 | 38.74 | 105% |
| Returns for 10 years | 56.28 | 60.36 | 93% |
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