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EIIFX vs RLBFX
EIIFX vs RLBFX Comparison
Open Charts EIIFX vs RLBFX
Eaton Vance Balanced I
Price$11.63
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
EIIFX vs RLBFX Comparison Chart
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EIIFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. EIIFX (978M). RLBFX pays higher dividends than EIIFX: RLBFX (2.26) vs EIIFX (1.52). EIIFX was incepted earlier than RLBFX: EIIFX (13 years) vs RLBFX (23 years). EIIFX (0.73) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). RLBFX has a lower initial minimum investment than EIIFX: RLBFX (250) vs EIIFX (1000000). EIIFX annual gain was more profitable for investors over the last year : 5.74 vs. RLBFX (4.53). RLBFX return over 5 years is better than : 38.35 vs. EIIFX (31.83).
| EIIFX | RLBFX | EIIFX / RLBFX | |
| Total Expense Ratio | 0.73 | 0.29 | 252% |
| Annual Report Gross Expense Ratio | 0.73 | 0.29 | 252% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -1.050 | 0.441 | -238% |
| 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 | 2.26 | 67% |
| Returns for 1 year | 5.74 | 4.53 | 127% |
| Returns for 3 years | 22.29 | 22.43 | 99% |
| Returns for 5 years | 31.83 | 38.35 | 83% |
| Returns for 10 years | 49.27 | 53.51 | 92% |
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