Correlation
The correlation between CSIFX and FBALX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
CSIFX vs. FBALX
Compare and contrast key facts about Calvert Balanced Fund (CSIFX) and Fidelity Balanced Fund (FBALX).
CSIFX is managed by Calvert Research and Management. It was launched on Oct 20, 1982. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSIFX or FBALX.
Performance
CSIFX vs. FBALX - Performance Comparison
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Key characteristics
CSIFX:
0.87
FBALX:
0.72
CSIFX:
1.19
FBALX:
1.00
CSIFX:
1.17
FBALX:
1.14
CSIFX:
0.87
FBALX:
0.66
CSIFX:
3.31
FBALX:
2.46
CSIFX:
3.11%
FBALX:
3.47%
CSIFX:
12.76%
FBALX:
12.95%
CSIFX:
-38.68%
FBALX:
-43.55%
CSIFX:
-2.16%
FBALX:
-2.33%
Returns By Period
In the year-to-date period, CSIFX achieves a 0.73% return, which is significantly lower than FBALX's 1.00% return. Over the past 10 years, CSIFX has underperformed FBALX with an annualized return of 7.88%, while FBALX has yielded a comparatively higher 9.34% annualized return.
CSIFX
0.73%
3.58%
-0.62%
10.99%
9.77%
9.64%
7.88%
FBALX
1.00%
4.17%
-0.83%
9.22%
9.78%
11.19%
9.34%
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CSIFX vs. FBALX - Expense Ratio Comparison
CSIFX has a 0.91% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Risk-Adjusted Performance
CSIFX vs. FBALX — Risk-Adjusted Performance Rank
CSIFX
FBALX
CSIFX vs. FBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Balanced Fund (CSIFX) and Fidelity Balanced Fund (FBALX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
CSIFX vs. FBALX - Dividend Comparison
CSIFX's dividend yield for the trailing twelve months is around 5.20%, less than FBALX's 5.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIFX Calvert Balanced Fund | 5.20% | 5.23% | 2.37% | 2.32% | 7.61% | 2.43% | 3.45% | 5.25% | 8.15% | 2.68% | 12.56% | 2.15% |
FBALX Fidelity Balanced Fund | 5.67% | 5.67% | 3.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.70% | 9.78% |
Drawdowns
CSIFX vs. FBALX - Drawdown Comparison
The maximum CSIFX drawdown since its inception was -38.68%, smaller than the maximum FBALX drawdown of -43.55%. Use the drawdown chart below to compare losses from any high point for CSIFX and FBALX.
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Volatility
CSIFX vs. FBALX - Volatility Comparison
The current volatility for Calvert Balanced Fund (CSIFX) is 2.89%, while Fidelity Balanced Fund (FBALX) has a volatility of 3.07%. This indicates that CSIFX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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