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EIIFX vs RLBCX
EIIFX vs RLBCX Comparison
Open Charts EIIFX vs RLBCX
Eaton Vance Balanced I
Price$11.63
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
EIIFX vs RLBCX Comparison Chart
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EIIFX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. EIIFX (978M). RLBCX pays higher dividends than EIIFX: RLBCX (1.70) vs EIIFX (1.52). EIIFX was incepted earlier than RLBCX: EIIFX (13 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than EIIFX (0.73). RLBCX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). RLBCX has a lower initial minimum investment than EIIFX: RLBCX (250) vs EIIFX (1000000). EIIFX annual gain was more profitable for investors over the last year : 5.74 vs. RLBCX (3.86). RLBCX return over 5 years is better than : 34.81 vs. EIIFX (31.83).
| EIIFX | RLBCX | EIIFX / RLBCX | |
| Total Expense Ratio | 0.73 | 0.89 | 82% |
| Annual Report Gross Expense Ratio | 0.73 | 0.89 | 82% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -1.050 | 0.235 | -447% |
| 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 | 1.70 | 90% |
| Returns for 1 year | 5.74 | 3.86 | 149% |
| Returns for 3 years | 22.29 | 20.64 | 108% |
| Returns for 5 years | 31.83 | 34.81 | 91% |
| Returns for 10 years | 49.27 | 48.19 | 102% |
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