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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$12.00
Change-$0.13 (-1.07%)
VolumeN/A
Net Assets1.03B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
EVIFX vs RLBEX Comparison Chart
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EVIFX vs. RLBEX commentary
Feb 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. EVIFX (1.04B). 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 : 11.42 vs. RLBEX (9.22). RLBEX return over 5 years is better than : 30.07 vs. EVIFX (25.36).
| 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 | 2.884 | 2.889 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 242B | 0% |
| Annual Yield % from dividends | 1.37 | 2.24 | 61% |
| Returns for 1 year | 11.42 | 9.22 | 124% |
| Returns for 3 years | 17.91 | 17.55 | 102% |
| Returns for 5 years | 25.36 | 30.07 | 84% |
| Returns for 10 years | 52.63 | 54.52 | 97% |
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