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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.18
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
EVIFX vs RLBCX Comparison Chart
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EVIFX vs. RLBCX commentary
Nov 22, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 237B vs. EVIFX (988M). RLBCX pays higher dividends than EVIFX: RLBCX (1.98) vs EVIFX (1.37). EVIFX was incepted earlier than RLBCX: EVIFX (93 years) vs RLBCX (22 years). 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 : 24.30 vs. RLBCX (20.32). RLBCX return over 5 years is better than : 34.20 vs. EVIFX (31.94).
| EVIFX | RLBCX | EVIFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 93 years | 22 years | - |
| Gain YTD | 19.400 | 14.255 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 237B | 0% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | 24.30 | 20.32 | 120% |
| Returns for 3 years | 4.03 | 10.58 | 38% |
| Returns for 5 years | 31.94 | 34.20 | 93% |
| Returns for 10 years | 49.56 | 47.99 | 103% |
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