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EIIFX vs RLEFX
EIIFX vs RLEFX Comparison
Open Charts EIIFX vs RLEFX
Eaton Vance Balanced I
Price$11.06
Change-$0.14 (-1.25%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced R5E
Price$33.02
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
EIIFX vs RLEFX Comparison Chart
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EIIFX vs. RLEFX commentary
Apr 17, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 228B vs. EIIFX (984M). RLEFX pays higher dividends than EIIFX: RLEFX (2.16) 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 (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. EIIFX (2.00). 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 : 4.35 vs. RLEFX (2.93). RLEFX return over 5 years is better than : 33.13 vs. EIIFX (29.58).
| EIIFX | RLEFX | EIIFX / RLEFX | |
| Total Expense Ratio | 0.73 | 0.40 | 183% |
| Annual Report Gross Expense Ratio | 0.73 | 0.40 | 183% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | -4.708 | -3.387 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 228B | 0% |
| Annual Yield % from dividends | 1.52 | 2.16 | 70% |
| Returns for 1 year | 4.35 | 2.93 | 148% |
| Returns for 3 years | 10.43 | 10.78 | 97% |
| Returns for 5 years | 29.58 | 33.13 | 89% |
| Returns for 10 years | 43.58 | N/A | - |
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