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EVIFX vs RLBFX
EVIFX vs RLBFX Comparison
Open Charts EVIFX vs RLBFX
Eaton Vance Balanced A
Price$11.86
Change+$0.09 (+0.76%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
EVIFX vs RLBFX Comparison Chart
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EVIFX vs. RLBFX commentary
Dec 23, 2024
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: 236B vs. EVIFX (1.03B). 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 : 15.76 vs. RLBFX (10.52). RLBFX return over 5 years is better than : 31.65 vs. EVIFX (26.68).
| 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 | 15.093 | 9.899 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 236B | 0% |
| Annual Yield % from dividends | 1.37 | 2.50 | 55% |
| Returns for 1 year | 15.76 | 10.52 | 150% |
| Returns for 3 years | 8.46 | 10.16 | 83% |
| Returns for 5 years | 26.68 | 31.65 | 84% |
| Returns for 10 years | 53.45 | 53.78 | 99% |
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