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EIIFX vs RLBAX
EIIFX vs RLBAX Comparison
Open Charts EIIFX vs RLBAX
Eaton Vance Balanced I
Price$11.63
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
EIIFX vs RLBAX Comparison Chart
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EIIFX vs. RLBAX commentary
May 11, 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 EIIFX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. EIIFX (978M). EIIFX pays higher dividends than RLBAX: EIIFX (1.52) vs RLBAX (1.28). EIIFX was incepted earlier than RLBAX: EIIFX (13 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than EIIFX (0.73). RLBAX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). RLBAX has a lower initial minimum investment than EIIFX: RLBAX (250) vs EIIFX (1000000). EIIFX annual gain was more profitable for investors over the last year : 5.74 vs. RLBAX (3.43). RLBAX (32.37) and EIIFX (31.83) have equivalent 5 years return.
| EIIFX | RLBAX | EIIFX / RLBAX | |
| Total Expense Ratio | 0.73 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 0.73 | 1.31 | 56% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -1.050 | 0.096 | -1,099% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 234B | 0% |
| Annual Yield % from dividends | 1.52 | 1.28 | 119% |
| Returns for 1 year | 5.74 | 3.43 | 167% |
| Returns for 3 years | 22.29 | 19.38 | 115% |
| Returns for 5 years | 31.83 | 32.37 | 98% |
| Returns for 10 years | 49.27 | 44.68 | 110% |
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