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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.28
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R3
Price$36.18
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
EVIFX vs RLBCX Comparison Chart in %
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EVIFX vs. RLBCX commentary
Jun 27, 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: 248B vs. EVIFX (1.02B). RLBCX pays higher dividends than EVIFX: RLBCX (1.63) vs EVIFX (1.23). EVIFX was incepted earlier than RLBCX: EVIFX (93 years) vs RLBCX (23 years). EVIFX (0.97) 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). RLBCX annual gain was more profitable for investors over the last year : 7.01 vs. EVIFX (5.48). RLBCX return over 5 years is better than : 40.82 vs. EVIFX (33.68).
| EVIFX | RLBCX | EVIFX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 0.97 | 0.89 | 109% |
| Fund Existence | 93 years | 23 years | - |
| Gain YTD | 4.170 | 6.562 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 248B | 0% |
| Annual Yield % from dividends | 1.23 | 1.63 | 75% |
| Returns for 1 year | 5.48 | 7.01 | 78% |
| Returns for 3 years | 29.95 | 31.59 | 95% |
| Returns for 5 years | 33.68 | 40.82 | 83% |
| Returns for 10 years | 60.22 | 60.76 | 99% |
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