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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$47.63
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CSIFX vs RLBCX Comparison Chart in %
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CSIFX vs. RLBCX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. CSIFX (1.43B). 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 : 9.58 vs. CSIFX (8.26). RLBCX (37.90) and CSIFX (36.21) have equivalent 5 years return.
| 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 | 7.977 | 11.127 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 259B | 1% |
| Annual Yield % from dividends | 1.29 | 1.53 | 84% |
| Returns for 1 year | 8.26 | 9.58 | 86% |
| Returns for 3 years | 41.24 | 38.72 | 107% |
| Returns for 5 years | 36.21 | 37.90 | 96% |
| Returns for 10 years | 67.41 | 72.02 | 94% |
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