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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
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.
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).
| 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 | -0.297 | 2.503 | -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 | 2.13 | 63% |
| Returns for 1 year | 5.68 | 11.69 | 49% |
| Returns for 3 years | 36.75 | 38.02 | 97% |
| Returns for 5 years | 25.98 | 37.38 | 69% |
| Returns for 10 years | 93.96 | 91.94 | 102% |
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