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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$12.57
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R4
Price$36.99
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
EVIFX vs RLBEX Comparison Chart in %
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EVIFX vs. RLBEX commentary
Aug 08, 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: 253B vs. EVIFX (1.07B). RLBEX pays higher dividends than EVIFX: RLBEX (1.81) vs EVIFX (1.21). 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 (10.77) and EVIFX (10.33) have marching annual gain over last year. RLBEX return over 5 years is better than : 36.60 vs. EVIFX (26.95).
| EVIFX | RLBEX | EVIFX / RLBEX | |
| Total Expense Ratio | 0.97 | 0.59 | 164% |
| Annual Report Gross Expense Ratio | 0.97 | 0.59 | 164% |
| Fund Existence | 93 years | 23 years | - |
| Gain YTD | 6.731 | 8.592 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 253B | 0% |
| Annual Yield % from dividends | 1.21 | 1.81 | 67% |
| Returns for 1 year | 10.33 | 10.77 | 96% |
| Returns for 3 years | 27.78 | 31.19 | 89% |
| Returns for 5 years | 26.95 | 36.60 | 74% |
| Returns for 10 years | 62.42 | 66.90 | 93% |
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