CSIFX
Price
$46.94
Change
+$0.17 (+0.36%)
Updated
Jul 25 closing price
Net Assets
1.42B
RLBGX
Price
$37.23
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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CSIFX vs RLBGX

Header iconCSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGXBanner chart's image
Calvert Balanced A
Price$46.94
Change+$0.17 (+0.36%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
CSIFX vs RLBGX Comparison Chart in %
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CSIFX vs. RLBGX commentary
Jul 27, 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 RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. CSIFX (1.42B). RLBGX pays higher dividends than CSIFX: RLBGX (2.15) vs CSIFX (1.32). CSIFX was incepted earlier than RLBGX: CSIFX (43 years) vs RLBGX (16 years). CSIFX (0.90) is less costly to investors than RLBGX (0.25). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than CSIFX: RLBGX (250) vs CSIFX (1000). RLBGX annual gain was more profitable for investors over the last year : 10.64 vs. CSIFX (9.79). RLBGX return over 5 years is better than : 41.65 vs. CSIFX (39.28).
CSIFXRLBGXCSIFX / RLBGX
Total Expense Ratio0.900.25360%
Annual Report Gross Expense Ratio0.900.25360%
Fund Existence43 years16 years-
Gain YTD6.4139.22869%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.42B254B1%
Annual Yield % from dividends1.322.1562%
Returns for 1 year9.7910.6492%
Returns for 3 years38.3835.96107%
Returns for 5 years39.2841.6594%
Returns for 10 years58.2668.5485%
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