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EVIFX vs RLBFX
EVIFX vs RLBFX Comparison
Open Charts EVIFX vs RLBFX
Eaton Vance Balanced A
Price$12.81
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R5
Price$39.17
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
EVIFX vs RLBFX Comparison Chart in %
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EVIFX vs. RLBFX commentary
Oct 09, 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 Buy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. EVIFX (1.09B). RLBFX pays higher dividends than EVIFX: RLBFX (2.00) vs EVIFX (1.15). EVIFX was incepted earlier than RLBFX: EVIFX (94 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 : 10.26 vs. EVIFX (5.56). RLBFX return over 5 years is better than : 44.28 vs. EVIFX (28.82).
| EVIFX | RLBFX | EVIFX / RLBFX | |
| Total Expense Ratio | 0.97 | 0.29 | 334% |
| Annual Report Gross Expense Ratio | 0.97 | 0.29 | 334% |
| Fund Existence | 94 years | 23 years | - |
| Gain YTD | 9.354 | 15.154 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 266B | 0% |
| Annual Yield % from dividends | 1.15 | 2.00 | 57% |
| Returns for 1 year | 5.56 | 10.26 | 54% |
| Returns for 3 years | 43.10 | 53.03 | 81% |
| Returns for 5 years | 28.82 | 44.28 | 65% |
| Returns for 10 years | 69.81 | 80.75 | 86% |
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