EVIFX
Price
$12.28
Change
+$0.08 (+0.66%)
Updated
Jun 26 closing price
Net Assets
1.02B
RLBGX
Price
$36.44
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
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EVIFX vs RLBGX

Header iconEVIFX vs RLBGX Comparison
Open Charts EVIFX vs RLBGXBanner chart's image
Eaton Vance Balanced A
Price$12.28
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R6
Price$36.44
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
EVIFX vs RLBGX Comparison Chart in %
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EVIFX vs. RLBGX commentary
Jun 27, 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 StrongBuy and RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 248B vs. EVIFX (1.02B). RLBGX pays higher dividends than EVIFX: RLBGX (2.23) vs EVIFX (1.23). EVIFX was incepted earlier than RLBGX: EVIFX (93 years) vs RLBGX (16 years). EVIFX (0.97) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLBGX has a lower initial minimum investment than EVIFX: RLBGX (250) vs EVIFX (1000). RLBGX annual gain was more profitable for investors over the last year : 7.76 vs. EVIFX (5.48). RLBGX return over 5 years is better than : 44.76 vs. EVIFX (33.68).
EVIFXRLBGXEVIFX / RLBGX
Total Expense Ratio0.970.25388%
Annual Report Gross Expense Ratio0.970.25388%
Fund Existence93 years16 years-
Gain YTD4.1706.91060%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B248B0%
Annual Yield % from dividends1.232.2355%
Returns for 1 year5.487.7671%
Returns for 3 years29.9533.8688%
Returns for 5 years33.6844.7675%
Returns for 10 years60.2267.1190%
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