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EVIFX vs RLBGX
EVIFX vs RLBGX Comparison
Open Charts EVIFX vs RLBGX
Eaton Vance Balanced A
Price$12.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.45
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
EVIFX vs RLBGX Comparison Chart
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EVIFX vs. RLBGX commentary
Nov 22, 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 237B 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 : 24.30 vs. RLBGX (21.10). RLBGX return over 5 years is better than : 37.77 vs. EVIFX (31.94).
| 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 | 19.400 | 14.891 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 237B | 0% |
| Annual Yield % from dividends | 1.37 | 2.55 | 54% |
| Returns for 1 year | 24.30 | 21.10 | 115% |
| Returns for 3 years | 4.03 | 12.18 | 33% |
| Returns for 5 years | 31.94 | 37.77 | 85% |
| Returns for 10 years | 49.56 | 53.34 | 93% |
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