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EVIFX vs RLBFX
EVIFX vs RLBFX Comparison
Open Charts EVIFX vs RLBFX
Eaton Vance Balanced A
Price$12.00
Change-$0.13 (-1.07%)
VolumeN/A
Net Assets1.03B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
EVIFX vs RLBFX Comparison Chart
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EVIFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. EVIFX (1.04B). RLBFX pays higher dividends than EVIFX: RLBFX (2.50) vs EVIFX (1.37). EVIFX was incepted earlier than RLBFX: EVIFX (93 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. EVIFX (2.00). RLBFX has a lower initial minimum investment than EVIFX: RLBFX (250) vs EVIFX (1000). EVIFX annual gain was more profitable for investors over the last year : 11.42 vs. RLBFX (9.54). RLBFX return over 5 years is better than : 31.70 vs. EVIFX (25.36).
| EVIFX | RLBFX | EVIFX / RLBFX | |
| 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 | 2.908 | 99% |
| 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 | 2.50 | 55% |
| Returns for 1 year | 11.42 | 9.54 | 120% |
| Returns for 3 years | 17.91 | 18.32 | 98% |
| Returns for 5 years | 25.36 | 31.70 | 80% |
| Returns for 10 years | 52.63 | 55.11 | 95% |