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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced R3
Price$32.75
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
EVIFX vs RLBCX Comparison Chart
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EVIFX vs. RLBCX commentary
Apr 18, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 225B vs. EVIFX (984M). RLBCX pays higher dividends than EVIFX: RLBCX (1.69) 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: 171.00 vs. EVIFX (2.00). 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 : 3.17 vs. RLBCX (2.26). RLBCX return over 5 years is better than : 30.02 vs. EVIFX (26.72).
| 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 | -5.881 | -3.762 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 225B | 0% |
| Annual Yield % from dividends | 1.28 | 1.69 | 76% |
| Returns for 1 year | 3.17 | 2.26 | 140% |
| Returns for 3 years | 8.66 | 9.17 | 94% |
| Returns for 5 years | 26.72 | 30.02 | 89% |
| Returns for 10 years | 38.74 | 41.94 | 92% |
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