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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$49.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R5
Price$39.87
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
CSIFX vs RLBFX Comparison Chart in %
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CSIFX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. CSIFX (1.5B). RLBFX pays higher dividends than CSIFX: RLBFX (1.93) vs CSIFX (1.23). CSIFX was incepted earlier than RLBFX: CSIFX (43 years) vs RLBFX (24 years). CSIFX (0.90) is less costly to investors than RLBFX (0.29). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than CSIFX: RLBFX (250) vs CSIFX (1000). RLBFX annual gain was more profitable for investors over the last year : 9.43 vs. CSIFX (4.86). RLBFX return over 5 years is better than : 40.38 vs. CSIFX (33.57).
| CSIFX | RLBFX | CSIFX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 0.90 | 0.29 | 310% |
| Fund Existence | 43 years | 24 years | - |
| Gain YTD | 11.604 | 17.212 | 67% |
| 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 | 1.93 | 64% |
| Returns for 1 year | 4.86 | 9.43 | 52% |
| Returns for 3 years | 43.77 | 43.64 | 100% |
| Returns for 5 years | 33.57 | 40.38 | 83% |
| Returns for 10 years | 69.86 | 78.99 | 88% |
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