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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$11.86
Change+$0.09 (+0.76%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.29
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
EVIFX vs RLBEX Comparison Chart
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EVIFX vs. RLBEX commentary
Dec 23, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. EVIFX (1.03B). 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 : 15.76 vs. RLBEX (10.16). RLBEX return over 5 years is better than : 29.92 vs. EVIFX (26.68).
| 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 | 15.093 | 9.540 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 236B | 0% |
| Annual Yield % from dividends | 1.37 | 2.24 | 61% |
| Returns for 1 year | 15.76 | 10.16 | 155% |
| Returns for 3 years | 8.46 | 9.41 | 90% |
| Returns for 5 years | 26.68 | 29.92 | 89% |
| Returns for 10 years | 53.45 | 53.17 | 101% |
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