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CSIFX vs RLBCX
CSIFX vs RLBCX Comparison
Open Charts CSIFX vs RLBCX
Calvert Balanced A
Price$47.03
Change-$1.09 (-2.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
CSIFX vs RLBCX Comparison Chart in %
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CSIFX vs. RLBCX commentary
Feb 05, 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 Buy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. CSIFX (1.46B). RLBCX pays higher dividends than CSIFX: RLBCX (1.62) vs CSIFX (1.33). 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 : 10.97 vs. CSIFX (5.68). RLBCX return over 5 years is better than : 33.82 vs. CSIFX (25.98).
| 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 | -0.297 | 2.445 | -12% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 270B | 1% |
| Annual Yield % from dividends | 1.33 | 1.62 | 82% |
| Returns for 1 year | 5.68 | 10.97 | 52% |
| Returns for 3 years | 36.75 | 35.49 | 104% |
| Returns for 5 years | 25.98 | 33.82 | 77% |
| Returns for 10 years | 93.96 | 84.49 | 111% |
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