CSIFX
Price
$47.03
Change
-$1.09 (-2.27%)
Updated
Feb 3 closing price
Net Assets
1.46B
RLBFX
Price
$38.49
Change
-$0.54 (-1.38%)
Updated
Feb 3 closing price
Net Assets
269.72B
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CSIFX vs RLBFX

Header iconCSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFXBanner chart's image
Calvert Balanced A
Price$47.03
Change-$1.09 (-2.27%)
VolumeN/A
Net Assets1.46B
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
CSIFX vs RLBFX Comparison Chart in %
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CSIFX vs. RLBFX commentary
Feb 05, 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 RLBFX is a Hold.

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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. CSIFX (1.46B). RLBFX pays higher dividends than CSIFX: RLBFX (2.13) vs CSIFX (1.33). 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 : 11.69 vs. CSIFX (5.68). RLBFX return over 5 years is better than : 37.38 vs. CSIFX (25.98).
CSIFXRLBFXCSIFX / RLBFX
Total Expense Ratio0.900.29310%
Annual Report Gross Expense Ratio0.900.29310%
Fund Existence43 years24 years-
Gain YTD-0.2972.503-12%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.46B270B1%
Annual Yield % from dividends1.332.1363%
Returns for 1 year5.6811.6949%
Returns for 3 years36.7538.0297%
Returns for 5 years25.9837.3869%
Returns for 10 years93.9691.94102%
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