EVIFX
Price
$12.02
Change
-$0.02 (-0.17%)
Updated
Jun 5 closing price
Net Assets
1.02B
RLBEX
Price
$35.69
Change
-$0.04 (-0.11%)
Updated
Jun 5 closing price
Net Assets
243.73B
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EVIFX vs RLBEX

Header iconEVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEXBanner chart's image
Eaton Vance Balanced A
Price$12.02
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
EVIFX vs RLBEX Comparison Chart
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EVIFX vs. RLBEX 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 RLBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. EVIFX (1.02B). RLBEX pays higher dividends than EVIFX: RLBEX (1.90) vs EVIFX (1.23). EVIFX was incepted earlier than RLBEX: EVIFX (93 years) vs RLBEX (23 years). EVIFX (0.97) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLBEX has a lower initial minimum investment than EVIFX: RLBEX (250) vs EVIFX (1000). RLBEX annual gain was more profitable for investors over the last year : 6.95 vs. EVIFX (5.69). RLBEX return over 5 years is better than : 34.57 vs. EVIFX (28.32).
EVIFXRLBEXEVIFX / RLBEX
Total Expense Ratio0.970.59164%
Annual Report Gross Expense Ratio0.970.59164%
Fund Existence93 years23 years-
Gain YTD2.4594.58154%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B244B0%
Annual Yield % from dividends1.231.9065%
Returns for 1 year5.696.9582%
Returns for 3 years23.6822.98103%
Returns for 5 years28.3234.5782%
Returns for 10 years56.7661.1293%
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