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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$12.07
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets1.01B
American Funds American Balanced R4
Price$35.32
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
EVIFX vs RLBEX Comparison Chart
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EVIFX vs. RLBEX commentary
Jan 23, 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 Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. EVIFX (1.01B). RLBEX pays higher dividends than EVIFX: RLBEX (2.24) vs EVIFX (1.37). EVIFX was incepted earlier than RLBEX: EVIFX (93 years) vs RLBEX (23 years). 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 : 14.06 vs. RLBEX (12.44). RLBEX return over 5 years is better than : 31.69 vs. EVIFX (25.64).
| EVIFX | RLBEX | EVIFX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 93 years | 23 years | - |
| Gain YTD | 1.696 | 3.064 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 242B | 0% |
| Annual Yield % from dividends | 1.37 | 2.24 | 61% |
| Returns for 1 year | 14.06 | 12.44 | 113% |
| Returns for 3 years | 14.93 | 15.91 | 94% |
| Returns for 5 years | 25.64 | 31.69 | 81% |
| Returns for 10 years | 54.22 | 58.21 | 93% |
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