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EVIFX vs RLEFX
EVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFX
Eaton Vance Balanced A
Price$12.28
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.07
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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EVIFX vs RLEFX Comparison Chart
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EVIFX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. EVIFX (979M). RLEFX pays higher dividends than EVIFX: RLEFX (2.42) vs EVIFX (1.37). EVIFX was incepted earlier than RLEFX: EVIFX (93 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. EVIFX (2.00). RLEFX has a lower initial minimum investment than EVIFX: RLEFX (250) vs EVIFX (1000). EVIFX annual gain was more profitable for investors over the last year : 24.66 vs. RLEFX (21.19). RLEFX return over 5 years is better than : 38.64 vs. EVIFX (32.25).
| EVIFX | RLEFX | EVIFX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 93 years | 9 years | - |
| Gain YTD | 17.368 | 12.883 | 135% |
| 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 | 2.42 | 57% |
| Returns for 1 year | 24.66 | 21.19 | 116% |
| Returns for 3 years | 4.99 | 12.81 | 39% |
| Returns for 5 years | 32.25 | 38.64 | 83% |
| Returns for 10 years | 48.82 | N/A | - |
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