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CSIFX vs RLBGX
CSIFX vs RLBGX Comparison
Open Charts CSIFX vs RLBGX
Calvert Balanced A
Price$49.05
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R6
Price$39.83
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
CSIFX vs RLBGX Comparison Chart in %
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CSIFX vs. RLBGX commentary
Dec 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. CSIFX (1.5B). RLBGX pays higher dividends than CSIFX: RLBGX (1.98) vs CSIFX (1.23). 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 : 9.49 vs. CSIFX (4.86). RLBGX return over 5 years is better than : 40.68 vs. CSIFX (33.57).
| 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 | 11.604 | 17.277 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 269B | 1% |
| Annual Yield % from dividends | 1.23 | 1.98 | 62% |
| Returns for 1 year | 4.86 | 9.49 | 51% |
| Returns for 3 years | 43.77 | 43.85 | 100% |
| Returns for 5 years | 33.57 | 40.68 | 83% |
| Returns for 10 years | 69.86 | 79.44 | 88% |
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