Ad is loading...
ESIFX vs RLBFX
ESIFX vs RLBFX Comparison
Open Charts ESIFX vs RLBFX
Eaton Vance Balanced R6
Price$11.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ESIFX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESIFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. ESIFX (978M). RLBFX pays higher dividends than ESIFX: RLBFX (2.26) vs ESIFX (1.56). ESIFX was incepted earlier than RLBFX: ESIFX (9 years) vs RLBFX (23 years). ESIFX (0.68) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). RLBFX has a lower initial minimum investment than ESIFX: RLBFX (250) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 6.34 vs. RLBFX (5.06). RLBFX return over 5 years is better than : 38.47 vs. ESIFX (32.17).
| ESIFX | RLBFX | ESIFX / RLBFX | |
| Total Expense Ratio | 0.68 | 0.29 | 234% |
| Annual Report Gross Expense Ratio | 0.68 | 0.29 | 234% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.956 | 0.528 | -181% |
| 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 | 2.26 | 69% |
| Returns for 1 year | 6.34 | 5.06 | 125% |
| Returns for 3 years | 23.03 | 22.75 | 101% |
| Returns for 5 years | 32.17 | 38.47 | 84% |
| Returns for 10 years | N/A | 53.33 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers