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EVIFX vs RLBGX
EVIFX vs RLBGX Comparison
Open Charts EVIFX vs RLBGX
Eaton Vance Balanced A
Price$12.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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EVIFX vs RLBGX Comparison Chart
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EVIFX vs. RLBGX commentary
Sep 21, 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 StrongSell and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. EVIFX (979M). RLBGX pays higher dividends than EVIFX: RLBGX (2.55) vs EVIFX (1.37). EVIFX was incepted earlier than RLBGX: EVIFX (93 years) vs RLBGX (15 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 : 24.66 vs. RLBGX (21.42). RLBGX return over 5 years is better than : 39.44 vs. EVIFX (32.25).
| EVIFX | RLBGX | EVIFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 93 years | 15 years | - |
| Gain YTD | 17.368 | 13.026 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 234B | 0% |
| Annual Yield % from dividends | 1.37 | 2.55 | 54% |
| Returns for 1 year | 24.66 | 21.42 | 115% |
| Returns for 3 years | 4.99 | 13.20 | 38% |
| Returns for 5 years | 32.25 | 39.44 | 82% |
| Returns for 10 years | 48.82 | 53.66 | 91% |
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