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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$47.70
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R3
Price$38.26
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CSIFX vs RLBCX Comparison Chart in %
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CSIFX vs. RLBCX 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 262B vs. CSIFX (1.44B). RLBCX pays higher dividends than CSIFX: RLBCX (1.53) vs CSIFX (1.29). CSIFX was incepted earlier than RLBCX: CSIFX (43 years) vs RLBCX (23 years). CSIFX (0.90) and RLBCX (0.89) have similar cost to investors . CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than CSIFX: RLBCX (250) vs CSIFX (1000). RLBCX annual gain was more profitable for investors over the last year : 7.77 vs. CSIFX (5.72). RLBCX return over 5 years is better than : 42.60 vs. CSIFX (39.71).
| CSIFX | RLBCX | CSIFX / RLBCX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 0.90 | 0.89 | 101% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | 8.510 | 12.918 | 66% |
| 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 | 1.53 | 84% |
| Returns for 1 year | 5.72 | 7.77 | 74% |
| Returns for 3 years | 49.10 | 50.08 | 98% |
| Returns for 5 years | 39.71 | 42.60 | 93% |
| Returns for 10 years | 73.18 | 79.23 | 92% |
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