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ESIFX vs RLBCX
ESIFX vs RLBCX Comparison
Open Charts ESIFX vs RLBCX
Eaton Vance Balanced R6
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ESIFX vs RLBCX Comparison Chart
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ESIFX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. ESIFX (978M). RLBCX pays higher dividends than ESIFX: RLBCX (1.70) vs ESIFX (1.56). ESIFX was incepted earlier than RLBCX: ESIFX (9 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than ESIFX (0.68). RLBCX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). RLBCX has a lower initial minimum investment than ESIFX: RLBCX (250) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 6.34 vs. RLBCX (4.39). RLBCX return over 5 years is better than : 34.93 vs. ESIFX (32.17).
| ESIFX | RLBCX | ESIFX / RLBCX | |
| Total Expense Ratio | 0.68 | 0.89 | 76% |
| Annual Report Gross Expense Ratio | 0.68 | 0.89 | 76% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.956 | 0.323 | -296% |
| 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 | 1.70 | 92% |
| Returns for 1 year | 6.34 | 4.39 | 145% |
| Returns for 3 years | 23.03 | 20.95 | 110% |
| Returns for 5 years | 32.17 | 34.93 | 92% |
| Returns for 10 years | N/A | 48.02 | - |
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