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EIIFX vs RLEFX
EIIFX vs RLEFX Comparison
Open Charts EIIFX vs RLEFX
Eaton Vance Balanced I
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
EIIFX vs RLEFX Comparison Chart
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EIIFX vs. RLEFX commentary
May 09, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. EIIFX (978M). RLEFX pays higher dividends than EIIFX: RLEFX (2.17) vs EIIFX (1.52). EIIFX was incepted earlier than RLEFX: EIIFX (13 years) vs RLEFX (9 years). EIIFX (0.73) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). RLEFX has a lower initial minimum investment than EIIFX: RLEFX (250) vs EIIFX (1000000). EIIFX annual gain was more profitable for investors over the last year : 6.30 vs. RLEFX (4.93). RLEFX return over 5 years is better than : 37.87 vs. EIIFX (31.95).
| EIIFX | RLEFX | EIIFX / RLEFX | |
| Total Expense Ratio | 0.73 | 0.39 | 187% |
| Annual Report Gross Expense Ratio | 0.73 | 0.39 | 187% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -0.965 | 0.504 | -191% |
| 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 | 2.17 | 70% |
| Returns for 1 year | 6.30 | 4.93 | 128% |
| Returns for 3 years | 22.89 | 22.44 | 102% |
| Returns for 5 years | 31.95 | 37.87 | 84% |
| Returns for 10 years | 49.05 | N/A | - |
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