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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$11.63
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
EVIFX vs RLBCX Comparison Chart
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EVIFX 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 EVIFX is a StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. EVIFX (978M). RLBCX pays higher dividends than EVIFX: RLBCX (1.70) vs EVIFX (1.28). EVIFX was incepted earlier than RLBCX: EVIFX (93 years) vs RLBCX (23 years). EVIFX (0.98) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLBCX has a lower initial minimum investment than EVIFX: RLBCX (250) vs EVIFX (1000). EVIFX annual gain was more profitable for investors over the last year : 6.05 vs. RLBCX (4.39). RLBCX return over 5 years is better than : 34.93 vs. EVIFX (30.69).
| EVIFX | RLBCX | EVIFX / RLBCX | |
| Total Expense Ratio | 0.98 | 0.89 | 110% |
| Annual Report Gross Expense Ratio | 0.98 | 0.89 | 110% |
| Fund Existence | 93 years | 23 years | - |
| Gain YTD | -1.030 | 0.323 | -319% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 234B | 0% |
| Annual Yield % from dividends | 1.28 | 1.70 | 75% |
| Returns for 1 year | 6.05 | 4.39 | 138% |
| Returns for 3 years | 22.13 | 20.95 | 106% |
| Returns for 5 years | 30.69 | 34.93 | 88% |
| Returns for 10 years | 46.39 | 48.02 | 97% |
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