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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.57
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R3
Price$36.79
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
EVIFX vs RLBCX Comparison Chart in %
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EVIFX vs. RLBCX commentary
Aug 08, 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: 253B vs. EVIFX (1.07B). RLBCX pays higher dividends than EVIFX: RLBCX (1.56) vs EVIFX (1.21). 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 : 11.04 vs. EVIFX (10.33). RLBCX return over 5 years is better than : 34.79 vs. EVIFX (26.95).
| 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 | 6.731 | 8.359 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 253B | 0% |
| Annual Yield % from dividends | 1.21 | 1.56 | 78% |
| Returns for 1 year | 10.33 | 11.04 | 94% |
| Returns for 3 years | 27.78 | 29.84 | 93% |
| Returns for 5 years | 26.95 | 34.79 | 77% |
| Returns for 10 years | 62.42 | 60.65 | 103% |
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