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ESIFX vs RLEFX
ESIFX vs RLEFX Comparison
Open Charts ESIFX vs RLEFX
Eaton Vance Balanced R6
Price$12.72
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets256.16B
ESIFX vs RLEFX Comparison Chart in %
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ESIFX vs. RLEFX commentary
Sep 05, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. ESIFX (1.07B). RLEFX pays higher dividends than ESIFX: RLEFX (1.97) vs ESIFX (1.46). ESIFX was incepted earlier than RLEFX: ESIFX (9 years) vs RLEFX (10 years). ESIFX (0.68) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). RLEFX has a lower initial minimum investment than ESIFX: RLEFX (250) vs ESIFX (5000000). RLEFX annual gain was more profitable for investors over the last year : 9.32 vs. ESIFX (7.13). RLEFX return over 5 years is better than : 40.14 vs. ESIFX (29.68).
| ESIFX | RLEFX | ESIFX / RLEFX | |
| Total Expense Ratio | 0.68 | 0.39 | 174% |
| Annual Report Gross Expense Ratio | 0.68 | 0.39 | 174% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.904 | 10.924 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 256B | 0% |
| Annual Yield % from dividends | 1.46 | 1.97 | 74% |
| Returns for 1 year | 7.13 | 9.32 | 77% |
| Returns for 3 years | 34.63 | 38.88 | 89% |
| Returns for 5 years | 29.68 | 40.14 | 74% |
| Returns for 10 years | N/A | N/A | - |
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