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EVIFX vs RLBGX
EVIFX vs RLBGX Comparison
Open Charts EVIFX vs RLBGX
Eaton Vance Balanced A
Price$12.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.66
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
EVIFX vs RLBGX Comparison Chart
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EVIFX vs. RLBGX commentary
Nov 14, 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 Buy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. EVIFX (988M). RLBGX pays higher dividends than EVIFX: RLBGX (2.55) vs EVIFX (1.37). EVIFX was incepted earlier than RLBGX: EVIFX (93 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. EVIFX (2.00). RLBGX has a lower initial minimum investment than EVIFX: RLBGX (250) vs EVIFX (1000). EVIFX annual gain was more profitable for investors over the last year : 26.59 vs. RLBGX (23.04). RLBGX return over 5 years is better than : 38.63 vs. EVIFX (33.16).
| EVIFX | RLBGX | EVIFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 93 years | 16 years | - |
| Gain YTD | 20.755 | 15.935 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 240B | 0% |
| Annual Yield % from dividends | 1.37 | 2.55 | 54% |
| Returns for 1 year | 26.59 | 23.04 | 115% |
| Returns for 3 years | 5.64 | 12.77 | 44% |
| Returns for 5 years | 33.16 | 38.63 | 86% |
| Returns for 10 years | 52.09 | 56.10 | 93% |
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