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ESIFX vs RLBEX
ESIFX vs RLBEX Comparison
Open Charts ESIFX vs RLBEX
Eaton Vance Balanced R6
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ESIFX vs RLBEX Comparison Chart
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ESIFX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. ESIFX (978M). RLBEX pays higher dividends than ESIFX: RLBEX (1.98) vs ESIFX (1.56). ESIFX was incepted earlier than RLBEX: ESIFX (9 years) vs RLBEX (23 years). ESIFX (0.68) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). RLBEX has a lower initial minimum investment than ESIFX: RLBEX (250) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 6.34 vs. RLBEX (4.73). RLBEX return over 5 years is better than : 36.69 vs. ESIFX (32.17).
| ESIFX | RLBEX | ESIFX / RLBEX | |
| Total Expense Ratio | 0.68 | 0.59 | 115% |
| Annual Report Gross Expense Ratio | 0.68 | 0.59 | 115% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.956 | 0.425 | -225% |
| 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 | 1.98 | 79% |
| Returns for 1 year | 6.34 | 4.73 | 134% |
| Returns for 3 years | 23.03 | 21.84 | 105% |
| Returns for 5 years | 32.17 | 36.69 | 88% |
| Returns for 10 years | N/A | 52.56 | - |