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EVIFX vs RLBFX
EVIFX vs RLBFX Comparison
Open Charts EVIFX vs RLBFX
Eaton Vance Balanced A
Price$12.57
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
EVIFX vs RLBFX Comparison Chart in %
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EVIFX vs. RLBFX commentary
Aug 08, 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: 253B vs. EVIFX (1.07B). RLBFX pays higher dividends than EVIFX: RLBFX (2.08) vs EVIFX (1.21). 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 : 11.75 vs. EVIFX (10.33). RLBFX return over 5 years is better than : 38.32 vs. EVIFX (26.95).
| 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 | 6.731 | 8.750 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 253B | 0% |
| Annual Yield % from dividends | 1.21 | 2.08 | 58% |
| Returns for 1 year | 10.33 | 11.75 | 88% |
| Returns for 3 years | 27.78 | 31.94 | 87% |
| Returns for 5 years | 26.95 | 38.32 | 70% |
| Returns for 10 years | 62.42 | 66.67 | 94% |
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