Interact to see
Advertisement
Advertisement
EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.35
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced R3
Price$36.56
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
EVIFX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EVIFX vs. RLBCX commentary
Jul 17, 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: 251B vs. EVIFX (1.05B). RLBCX pays higher dividends than EVIFX: RLBCX (1.57) 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 : 5.28 vs. EVIFX (4.21). RLBCX return over 5 years is better than : 36.78 vs. EVIFX (28.97).
| 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 | 5.194 | 7.681 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 251B | 0% |
| Annual Yield % from dividends | 1.23 | 1.57 | 78% |
| Returns for 1 year | 4.21 | 5.28 | 80% |
| Returns for 3 years | 31.23 | 34.09 | 92% |
| Returns for 5 years | 28.97 | 36.78 | 79% |
| Returns for 10 years | 58.39 | 59.00 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement