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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$12.70
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R4
Price$37.67
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
EVIFX vs RLBEX Comparison Chart in %
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EVIFX vs. RLBEX commentary
Aug 29, 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: 255B 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 annual gain was more profitable for investors over the last year : 8.05 vs. EVIFX (6.37). RLBEX return over 5 years is better than : 37.36 vs. EVIFX (26.61).
| 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 | 8.183 | 10.588 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 255B | 0% |
| Annual Yield % from dividends | 1.21 | 1.81 | 67% |
| Returns for 1 year | 6.37 | 8.05 | 79% |
| Returns for 3 years | 32.12 | 35.56 | 90% |
| Returns for 5 years | 26.61 | 37.36 | 71% |
| Returns for 10 years | 69.43 | 76.23 | 91% |
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