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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$49.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R3
Price$39.50
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
CSIFX vs RLBCX Comparison Chart in %
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CSIFX vs. RLBCX 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. CSIFX (1.5B). RLBCX pays higher dividends than CSIFX: RLBCX (1.44) vs CSIFX (1.23). CSIFX was incepted earlier than RLBCX: CSIFX (43 years) vs RLBCX (24 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 : 8.76 vs. CSIFX (4.86). RLBCX return over 5 years is better than : 36.83 vs. CSIFX (33.57).
| 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 | 24 years | - |
| Gain YTD | 11.604 | 16.578 | 70% |
| 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 | 1.44 | 86% |
| Returns for 1 year | 4.86 | 8.76 | 55% |
| Returns for 3 years | 43.77 | 41.19 | 106% |
| Returns for 5 years | 33.57 | 36.83 | 91% |
| Returns for 10 years | 69.86 | 72.35 | 97% |
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