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CSIFX vs RLBGX
CSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGX
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.
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).
| CSIFX | RLBGX | CSIFX / RLBGX | |
| Total Expense Ratio | 0.90 | 0.25 | 360% |
| Annual Report Gross Expense Ratio | 0.90 | 0.25 | 360% |
| Fund Existence | 43 years | 16 years | - |
| Gain YTD | 6.413 | 9.228 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 254B | 1% |
| Annual Yield % from dividends | 1.32 | 2.15 | 62% |
| Returns for 1 year | 9.79 | 10.64 | 92% |
| Returns for 3 years | 38.38 | 35.96 | 107% |
| Returns for 5 years | 39.28 | 41.65 | 94% |
| Returns for 10 years | 58.26 | 68.54 | 85% |
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