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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$49.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R4
Price$39.71
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
CSIFX vs RLBEX Comparison Chart in %
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CSIFX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. CSIFX (1.5B). RLBEX pays higher dividends than CSIFX: RLBEX (1.68) vs CSIFX (1.23). CSIFX was incepted earlier than RLBEX: CSIFX (43 years) vs RLBEX (23 years). CSIFX (0.90) is less costly to investors than RLBEX (0.59). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than CSIFX: RLBEX (250) vs CSIFX (1000). RLBEX annual gain was more profitable for investors over the last year : 9.12 vs. CSIFX (4.86). RLBEX return over 5 years is better than : 38.59 vs. CSIFX (33.57).
| CSIFX | RLBEX | CSIFX / RLBEX | |
| Total Expense Ratio | 0.90 | 0.59 | 153% |
| Annual Report Gross Expense Ratio | 0.90 | 0.59 | 153% |
| Fund Existence | 43 years | 23 years | - |
| Gain YTD | 11.604 | 16.898 | 69% |
| 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 | 1.68 | 73% |
| Returns for 1 year | 4.86 | 9.12 | 53% |
| Returns for 3 years | 43.77 | 42.44 | 103% |
| Returns for 5 years | 33.57 | 38.59 | 87% |
| Returns for 10 years | 69.86 | 77.87 | 90% |
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