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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$11.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
EVIFX vs RLBEX Comparison Chart
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EVIFX vs. RLBEX commentary
May 09, 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: 234B vs. EVIFX (978M). RLBEX pays higher dividends than EVIFX: RLBEX (1.98) 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 (0.59). 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). EVIFX annual gain was more profitable for investors over the last year : 6.05 vs. RLBEX (4.73). RLBEX return over 5 years is better than : 36.69 vs. EVIFX (30.69).
| EVIFX | RLBEX | EVIFX / RLBEX | |
| Total Expense Ratio | 0.98 | 0.59 | 166% |
| Annual Report Gross Expense Ratio | 0.98 | 0.59 | 166% |
| Fund Existence | 93 years | 23 years | - |
| Gain YTD | -1.030 | 0.425 | -243% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 234B | 0% |
| Annual Yield % from dividends | 1.28 | 1.98 | 65% |
| Returns for 1 year | 6.05 | 4.73 | 128% |
| Returns for 3 years | 22.13 | 21.84 | 101% |
| Returns for 5 years | 30.69 | 36.69 | 84% |
| Returns for 10 years | 46.39 | 52.56 | 88% |
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