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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
EVIFX vs RLBCX Comparison Chart
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EVIFX vs. RLBCX commentary
Nov 14, 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 Buy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B 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 : 26.59 vs. RLBCX (22.26). RLBCX return over 5 years is better than : 35.04 vs. EVIFX (33.16).
| 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 | 20.755 | 15.300 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 240B | 0% |
| Annual Yield % from dividends | 1.37 | 1.98 | 69% |
| Returns for 1 year | 26.59 | 22.26 | 119% |
| Returns for 3 years | 5.64 | 11.17 | 50% |
| Returns for 5 years | 33.16 | 35.04 | 95% |
| Returns for 10 years | 52.09 | 50.67 | 103% |
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