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CSIFX vs RLBBX
CSIFX vs RLBBX Comparison
Open Charts CSIFX vs RLBBX
Calvert Balanced A
Price$47.03
Change-$1.09 (-2.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
CSIFX vs RLBBX Comparison Chart in %
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CSIFX vs. RLBBX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. CSIFX (1.46B). CSIFX pays higher dividends than RLBBX: CSIFX (1.33) vs RLBBX (1.23). 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 : 10.49 vs. CSIFX (5.68). RLBBX return over 5 years is better than : 31.41 vs. CSIFX (25.98).
| 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 | -0.297 | 2.396 | -12% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 270B | 1% |
| Annual Yield % from dividends | 1.33 | 1.23 | 108% |
| Returns for 1 year | 5.68 | 10.49 | 54% |
| Returns for 3 years | 36.75 | 33.68 | 109% |
| Returns for 5 years | 25.98 | 31.41 | 83% |
| Returns for 10 years | 93.96 | 79.44 | 118% |
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