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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$47.78
Change+$0.11 (+0.23%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
CSIFX vs RLBBX Comparison Chart in %
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CSIFX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. CSIFX (1.46B). CSIFX pays higher dividends than RLBBX: CSIFX (1.27) vs RLBBX (1.11). CSIFX was incepted earlier than RLBBX: CSIFX (43 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than CSIFX (0.90). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than CSIFX: RLBBX (250) vs CSIFX (1000). RLBBX annual gain was more profitable for investors over the last year : 7.84 vs. CSIFX (5.19). RLBBX return over 5 years is better than : 37.69 vs. CSIFX (34.90).
| CSIFX | RLBBX | CSIFX / RLBBX | |
| Total Expense Ratio | 0.90 | 1.32 | 68% |
| Annual Report Gross Expense Ratio | 0.90 | 1.32 | 68% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | 8.692 | 13.938 | 62% |
| 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 | 1.11 | 115% |
| Returns for 1 year | 5.19 | 7.84 | 66% |
| Returns for 3 years | 47.90 | 47.43 | 101% |
| Returns for 5 years | 34.90 | 37.69 | 93% |
| Returns for 10 years | 66.58 | 67.64 | 98% |
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