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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.02
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R3
Price$35.51
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
EVIFX vs RLBCX Comparison Chart
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EVIFX vs. RLBCX commentary
Jun 06, 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: 244B 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 : 6.62 vs. EVIFX (5.69). RLBCX return over 5 years is better than : 32.84 vs. EVIFX (28.32).
| 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 | 2.459 | 4.466 | 55% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 244B | 0% |
| Annual Yield % from dividends | 1.23 | 1.63 | 75% |
| Returns for 1 year | 5.69 | 6.62 | 86% |
| Returns for 3 years | 23.68 | 22.09 | 107% |
| Returns for 5 years | 28.32 | 32.84 | 86% |
| Returns for 10 years | 56.76 | 56.35 | 101% |
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