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CSIFX vs RLEFX
CSIFX vs RLEFX Comparison
Open Charts CSIFX vs RLEFX
Calvert Balanced A
Price$46.27
Change+$0.24 (+0.52%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
CSIFX vs RLEFX Comparison Chart in %
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CSIFX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. CSIFX (1.42B). RLEFX pays higher dividends than CSIFX: RLEFX (2.01) vs CSIFX (1.32). CSIFX was incepted earlier than RLEFX: CSIFX (43 years) vs RLEFX (10 years). CSIFX (0.90) is less costly to investors than RLEFX (0.39). CSIFX is a more actively managed with annual turnover of: 153.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than CSIFX: RLEFX (250) vs CSIFX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. CSIFX (6.33). RLEFX (42.56) and CSIFX (40.84) have equivalent 5 years return.
| CSIFX | RLEFX | CSIFX / RLEFX | |
| Total Expense Ratio | 0.90 | 0.39 | 231% |
| Annual Report Gross Expense Ratio | 0.90 | 0.39 | 231% |
| Fund Existence | 43 years | 10 years | - |
| Gain YTD | 4.894 | 8.164 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 252B | 1% |
| Annual Yield % from dividends | 1.32 | 2.01 | 66% |
| Returns for 1 year | 6.33 | 8.07 | 79% |
| Returns for 3 years | 37.64 | 35.76 | 105% |
| Returns for 5 years | 40.84 | 42.56 | 96% |
| Returns for 10 years | 56.28 | N/A | - |
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