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CSIFX vs RLBGX
CSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGX
Calvert Balanced A
Price$48.47
Change-$0.57 (-1.16%)
VolumeN/A
Net Assets1.48B
American Funds American Balanced R6
Price$39.11
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
CSIFX vs RLBGX Comparison Chart in %
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CSIFX vs. RLBGX commentary
Nov 14, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. CSIFX (1.48B). RLBGX pays higher dividends than CSIFX: RLBGX (2.01) vs CSIFX (1.25). CSIFX was incepted earlier than RLBGX: CSIFX (43 years) vs RLBGX (17 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 : 10.35 vs. CSIFX (5.17). RLBGX return over 5 years is better than : 43.37 vs. CSIFX (34.41).
| 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 | 17 years | - |
| Gain YTD | 10.262 | 16.570 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 269B | 1% |
| Annual Yield % from dividends | 1.25 | 2.01 | 62% |
| Returns for 1 year | 5.17 | 10.35 | 50% |
| Returns for 3 years | 45.06 | 44.95 | 100% |
| Returns for 5 years | 34.41 | 43.37 | 79% |
| Returns for 10 years | 69.50 | 81.84 | 85% |