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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$49.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R2
Price$39.40
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
CSIFX vs RLBBX Comparison Chart in %
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CSIFX vs. RLBBX commentary
Dec 06, 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 RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. CSIFX (1.5B). CSIFX pays higher dividends than RLBBX: CSIFX (1.23) vs RLBBX (1.07). CSIFX was incepted earlier than RLBBX: CSIFX (43 years) vs RLBBX (24 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 : 8.29 vs. CSIFX (4.86). RLBBX (34.36) and CSIFX (33.57) have equivalent 5 years return.
| 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 | 24 years | - |
| Gain YTD | 11.604 | 16.119 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 269B | 1% |
| Annual Yield % from dividends | 1.23 | 1.07 | 115% |
| Returns for 1 year | 4.86 | 8.29 | 59% |
| Returns for 3 years | 43.77 | 39.51 | 111% |
| Returns for 5 years | 33.57 | 34.36 | 98% |
| Returns for 10 years | 69.86 | 67.82 | 103% |
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