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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
EVIFX vs RLBEX Comparison Chart
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EVIFX vs. RLBEX commentary
Apr 18, 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 Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 225B vs. EVIFX (984M). RLBEX pays higher dividends than EVIFX: RLBEX (1.97) vs EVIFX (1.28). EVIFX was incepted earlier than RLBEX: EVIFX (93 years) vs RLBEX (23 years). EVIFX (0.98) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. EVIFX (2.00). RLBEX has a lower initial minimum investment than EVIFX: RLBEX (250) vs EVIFX (1000). EVIFX annual gain was more profitable for investors over the last year : 3.17 vs. RLBEX (2.55). RLBEX return over 5 years is better than : 31.66 vs. EVIFX (26.72).
| EVIFX | RLBEX | EVIFX / RLBEX | |
| Total Expense Ratio | 0.98 | 0.60 | 163% |
| Annual Report Gross Expense Ratio | 0.98 | 0.60 | 163% |
| Fund Existence | 93 years | 23 years | - |
| Gain YTD | -5.881 | -3.702 | 159% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 225B | 0% |
| Annual Yield % from dividends | 1.28 | 1.97 | 65% |
| Returns for 1 year | 3.17 | 2.55 | 124% |
| Returns for 3 years | 8.66 | 9.93 | 87% |
| Returns for 5 years | 26.72 | 31.66 | 84% |
| Returns for 10 years | 38.74 | 46.29 | 84% |
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