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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$12.28
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R4
Price$36.35
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
EVIFX vs RLBEX Comparison Chart in %
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EVIFX vs. RLBEX commentary
Jun 27, 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: 248B vs. EVIFX (1.02B). RLBEX pays higher dividends than EVIFX: RLBEX (1.90) vs EVIFX (1.23). 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 annual gain was more profitable for investors over the last year : 7.34 vs. EVIFX (5.48). RLBEX return over 5 years is better than : 42.62 vs. EVIFX (33.68).
| 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 | 4.170 | 6.713 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 248B | 0% |
| Annual Yield % from dividends | 1.23 | 1.90 | 65% |
| Returns for 1 year | 5.48 | 7.34 | 75% |
| Returns for 3 years | 29.95 | 32.63 | 92% |
| Returns for 5 years | 33.68 | 42.62 | 79% |
| Returns for 10 years | 60.22 | 65.75 | 92% |
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