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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$47.78
Change+$0.11 (+0.23%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
CSIFX vs RLBCX Comparison Chart in %
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CSIFX vs. RLBCX commentary
Oct 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. CSIFX (1.46B). RLBCX pays higher dividends than CSIFX: RLBCX (1.49) vs CSIFX (1.27). 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 : 8.34 vs. CSIFX (5.19). RLBCX return over 5 years is better than : 40.24 vs. CSIFX (34.90).
| 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 | 8.692 | 14.364 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 265B | 1% |
| Annual Yield % from dividends | 1.27 | 1.49 | 85% |
| Returns for 1 year | 5.19 | 8.34 | 62% |
| Returns for 3 years | 47.90 | 49.26 | 97% |
| Returns for 5 years | 34.90 | 40.24 | 87% |
| Returns for 10 years | 66.58 | 72.18 | 92% |
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