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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$47.66
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R3
Price$38.09
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
CSIFX vs RLBCX Comparison Chart in %
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CSIFX vs. RLBCX commentary
Jan 15, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. CSIFX (1.48B). RLBCX pays higher dividends than CSIFX: RLBCX (1.66) vs CSIFX (1.34). 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 : 13.88 vs. CSIFX (9.82). RLBCX return over 5 years is better than : 34.83 vs. CSIFX (30.32).
| 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 | 1.039 | 2.337 | 44% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 270B | 1% |
| Annual Yield % from dividends | 1.34 | 1.66 | 81% |
| Returns for 1 year | 9.82 | 13.88 | 71% |
| Returns for 3 years | 40.72 | 36.44 | 112% |
| Returns for 5 years | 30.32 | 34.83 | 87% |
| Returns for 10 years | 96.42 | 85.36 | 113% |
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