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EVIFX vs RLBFX
EVIFX vs RLBFX Comparison
Open Charts EVIFX vs RLBFX
Eaton Vance Balanced A
Price$12.28
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R5
Price$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
EVIFX vs RLBFX Comparison Chart in %
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EVIFX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 248B vs. EVIFX (1.02B). RLBFX pays higher dividends than EVIFX: RLBFX (2.18) vs EVIFX (1.23). EVIFX was incepted earlier than RLBFX: EVIFX (93 years) vs RLBFX (23 years). EVIFX (0.97) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLBFX has a lower initial minimum investment than EVIFX: RLBFX (250) vs EVIFX (1000). RLBFX annual gain was more profitable for investors over the last year : 7.69 vs. EVIFX (5.48). RLBFX return over 5 years is better than : 44.50 vs. EVIFX (33.68).
| EVIFX | RLBFX | EVIFX / RLBFX | |
| Total Expense Ratio | 0.97 | 0.29 | 334% |
| Annual Report Gross Expense Ratio | 0.97 | 0.29 | 334% |
| Fund Existence | 93 years | 23 years | - |
| Gain YTD | 4.170 | 6.875 | 61% |
| 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 | 2.18 | 57% |
| Returns for 1 year | 5.48 | 7.69 | 71% |
| Returns for 3 years | 29.95 | 33.74 | 89% |
| Returns for 5 years | 33.68 | 44.50 | 76% |
| Returns for 10 years | 60.22 | 66.73 | 90% |
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