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CSIFX vs RLBEX
CSIFX vs RLBEX Comparison
Open Charts CSIFX vs RLBEX
Calvert Balanced A
Price$47.03
Change-$1.09 (-2.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
CSIFX vs RLBEX Comparison Chart in %
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CSIFX vs. RLBEX commentary
Feb 04, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. CSIFX (1.46B). RLBEX pays higher dividends than CSIFX: RLBEX (1.87) vs CSIFX (1.33). CSIFX was incepted earlier than RLBEX: CSIFX (43 years) vs RLBEX (24 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 : 11.32 vs. CSIFX (5.68). RLBEX return over 5 years is better than : 35.56 vs. CSIFX (25.98).
| 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 | 24 years | - |
| Gain YTD | -0.297 | 2.459 | -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 | 1.87 | 71% |
| Returns for 1 year | 5.68 | 11.32 | 50% |
| Returns for 3 years | 36.75 | 36.71 | 100% |
| Returns for 5 years | 25.98 | 35.56 | 73% |
| Returns for 10 years | 93.96 | 90.55 | 104% |
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