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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$47.66
Change-$0.16 (-0.33%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R5
Price$38.43
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
CSIFX vs RLBFX Comparison Chart in %
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CSIFX vs. RLBFX commentary
Jan 15, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. CSIFX (1.48B). RLBFX pays higher dividends than CSIFX: RLBFX (2.19) vs CSIFX (1.34). 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 : 14.57 vs. CSIFX (9.82). RLBFX return over 5 years is better than : 38.38 vs. CSIFX (30.32).
| 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 | 1.039 | 2.344 | 44% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 270B | 1% |
| Annual Yield % from dividends | 1.34 | 2.19 | 61% |
| Returns for 1 year | 9.82 | 14.57 | 67% |
| Returns for 3 years | 40.72 | 39.01 | 104% |
| Returns for 5 years | 30.32 | 38.38 | 79% |
| Returns for 10 years | 96.42 | 92.91 | 104% |
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