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ESIFX vs RLBAX
ESIFX vs RLBAX Comparison
Open Charts ESIFX vs RLBAX
Eaton Vance Balanced R6
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
ESIFX vs RLBAX Comparison Chart
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ESIFX vs. RLBAX 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 ESIFX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. ESIFX (978M). ESIFX pays higher dividends than RLBAX: ESIFX (1.56) vs RLBAX (1.28). ESIFX was incepted earlier than RLBAX: ESIFX (9 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than ESIFX (0.68). RLBAX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). RLBAX has a lower initial minimum investment than ESIFX: RLBAX (250) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 6.34 vs. RLBAX (3.92). RLBAX (32.45) and ESIFX (32.17) have equivalent 5 years return.
| ESIFX | RLBAX | ESIFX / RLBAX | |
| Total Expense Ratio | 0.68 | 1.31 | 52% |
| Annual Report Gross Expense Ratio | 0.68 | 1.31 | 52% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.956 | 0.154 | -619% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 234B | 0% |
| Annual Yield % from dividends | 1.56 | 1.28 | 122% |
| Returns for 1 year | 6.34 | 3.92 | 162% |
| Returns for 3 years | 23.03 | 19.69 | 117% |
| Returns for 5 years | 32.17 | 32.45 | 99% |
| Returns for 10 years | N/A | 44.47 | - |
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