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CSIFX vs RLBFX
CSIFX vs RLBFX Comparison
Open Charts CSIFX vs RLBFX
Calvert Balanced A
Price$47.70
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R5
Price$38.57
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CSIFX vs RLBFX Comparison Chart in %
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CSIFX vs. RLBFX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 262B vs. CSIFX (1.44B). 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 : 8.42 vs. CSIFX (5.72). RLBFX return over 5 years is better than : 46.33 vs. CSIFX (39.71).
| 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 | 8.510 | 13.390 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 262B | 1% |
| Annual Yield % from dividends | 1.29 | 2.05 | 63% |
| Returns for 1 year | 5.72 | 8.42 | 68% |
| Returns for 3 years | 49.10 | 52.65 | 93% |
| Returns for 5 years | 39.71 | 46.33 | 86% |
| Returns for 10 years | 73.18 | 86.14 | 85% |
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