Interact to see
Advertisement
Advertisement
EIIFX vs RLEFX
EIIFX vs RLEFX Comparison
Open Charts EIIFX vs RLEFX
Eaton Vance Balanced I
Price$12.57
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R5E
Price$37.14
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
EIIFX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EIIFX vs. RLEFX commentary
Aug 10, 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: 254B vs. EIIFX (1.07B). RLEFX pays higher dividends than EIIFX: RLEFX (2.00) vs EIIFX (1.44). EIIFX was incepted earlier than RLEFX: EIIFX (13 years) vs RLEFX (10 years). EIIFX (0.72) 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). RLEFX (10.34) and EIIFX (9.88) have marching annual gain over last year. RLEFX return over 5 years is better than : 38.19 vs. EIIFX (28.84).
| EIIFX | RLEFX | EIIFX / RLEFX | |
| Total Expense Ratio | 0.72 | 0.39 | 185% |
| Annual Report Gross Expense Ratio | 0.72 | 0.39 | 185% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 7.371 | 9.045 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 254B | 0% |
| Annual Yield % from dividends | 1.44 | 2.00 | 72% |
| Returns for 1 year | 9.88 | 10.34 | 96% |
| Returns for 3 years | 29.49 | 32.39 | 91% |
| Returns for 5 years | 28.84 | 38.19 | 76% |
| Returns for 10 years | 65.79 | N/A | - |