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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$47.70
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R4
Price$38.44
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CSIFX vs RLBEX Comparison Chart in %
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CSIFX vs. RLBEX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 262B vs. CSIFX (1.44B). 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 : 8.10 vs. CSIFX (5.72). RLBEX return over 5 years is better than : 44.44 vs. CSIFX (39.71).
| 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 | 8.510 | 13.159 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 262B | 1% |
| Annual Yield % from dividends | 1.29 | 1.79 | 72% |
| Returns for 1 year | 5.72 | 8.10 | 71% |
| Returns for 3 years | 49.10 | 51.36 | 96% |
| Returns for 5 years | 39.71 | 44.44 | 89% |
| Returns for 10 years | 73.18 | 85.05 | 86% |
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