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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$47.63
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CSIFX vs RLBEX Comparison Chart in %
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CSIFX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 259B vs. CSIFX (1.43B). RLBEX pays higher dividends than CSIFX: RLBEX (1.79) vs CSIFX (1.29). 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 : 9.94 vs. CSIFX (8.26). RLBEX return over 5 years is better than : 39.68 vs. CSIFX (36.21).
| 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 | 7.977 | 11.352 | 70% |
| 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 | 1.79 | 72% |
| Returns for 1 year | 8.26 | 9.94 | 83% |
| Returns for 3 years | 41.24 | 39.85 | 104% |
| Returns for 5 years | 36.21 | 39.68 | 91% |
| Returns for 10 years | 67.41 | 77.45 | 87% |
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