CSIFX
Price
$46.94
Change
+$0.17 (+0.36%)
Updated
Jul 25 closing price
Net Assets
1.42B
RLEFX
Price
$37.17
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
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CSIFX vs RLEFX

Header iconCSIFX vs RLEFX Comparison
Open Charts CSIFX vs RLEFXBanner chart's image
Calvert Balanced A
Price$46.94
Change+$0.17 (+0.36%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CSIFX vs RLEFX Comparison Chart in %
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CSIFX vs. RLEFX 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 RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B 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 : 10.46 vs. CSIFX (9.79). RLEFX (40.77) and CSIFX (39.28) have equivalent 5 years return.
CSIFXRLEFXCSIFX / RLEFX
Total Expense Ratio0.900.39231%
Annual Report Gross Expense Ratio0.900.39231%
Fund Existence43 years10 years-
Gain YTD6.4139.13370%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.42B254B1%
Annual Yield % from dividends1.322.0166%
Returns for 1 year9.7910.4694%
Returns for 3 years38.3835.42108%
Returns for 5 years39.2840.7796%
Returns for 10 years58.26N/A-
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