CSIFX
Price
$46.27
Change
+$0.24 (+0.52%)
Updated
Jul 3 closing price
Net Assets
1.42B
RLBGX
Price
$36.90
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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CSIFX vs RLBGX

Header iconCSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGXBanner chart's image
Calvert Balanced A
Price$46.27
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
CSIFX vs RLBGX Comparison Chart in %
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CSIFX vs. RLBGX commentary
Jul 07, 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: 252B 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 : 8.24 vs. CSIFX (6.33). RLBGX return over 5 years is better than : 43.50 vs. CSIFX (40.84).
CSIFXRLBGXCSIFX / RLBGX
Total Expense Ratio0.900.25360%
Annual Report Gross Expense Ratio0.900.25360%
Fund Existence43 years16 years-
Gain YTD4.8948.25959%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.42B252B1%
Annual Yield % from dividends1.322.1562%
Returns for 1 year6.338.2477%
Returns for 3 years37.6436.31104%
Returns for 5 years40.8443.5094%
Returns for 10 years56.2868.5482%
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