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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$47.63
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets1.43B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
CSIFX vs RLBFX Comparison Chart in %
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CSIFX vs. RLBFX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. CSIFX (1.43B). RLBFX pays higher dividends than CSIFX: RLBFX (2.05) vs CSIFX (1.29). CSIFX was incepted earlier than RLBFX: CSIFX (43 years) vs RLBFX (23 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 : 10.28 vs. CSIFX (8.26). RLBFX return over 5 years is better than : 41.46 vs. CSIFX (36.21).
| 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 | 23 years | - |
| Gain YTD | 7.977 | 11.562 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 259B | 1% |
| Annual Yield % from dividends | 1.29 | 2.05 | 63% |
| Returns for 1 year | 8.26 | 10.28 | 80% |
| Returns for 3 years | 41.24 | 40.92 | 101% |
| Returns for 5 years | 36.21 | 41.46 | 87% |
| Returns for 10 years | 67.41 | 78.40 | 86% |
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