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EVIFX vs RLEFX
EVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFX
Eaton Vance Balanced A
Price$12.70
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
EVIFX vs RLEFX Comparison Chart in %
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EVIFX vs. RLEFX commentary
Aug 29, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. EVIFX (1.07B). RLEFX pays higher dividends than EVIFX: RLEFX (2.00) vs EVIFX (1.21). EVIFX was incepted earlier than RLEFX: EVIFX (93 years) vs RLEFX (10 years). EVIFX (0.97) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLEFX has a lower initial minimum investment than EVIFX: RLEFX (250) vs EVIFX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.29 vs. EVIFX (6.37). RLEFX return over 5 years is better than : 38.54 vs. EVIFX (26.61).
| EVIFX | RLEFX | EVIFX / RLEFX | |
| Total Expense Ratio | 0.97 | 0.39 | 249% |
| Annual Report Gross Expense Ratio | 0.97 | 0.39 | 249% |
| Fund Existence | 93 years | 10 years | - |
| Gain YTD | 8.183 | 10.748 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 255B | 0% |
| Annual Yield % from dividends | 1.21 | 2.00 | 61% |
| Returns for 1 year | 6.37 | 8.29 | 77% |
| Returns for 3 years | 32.12 | 36.30 | 88% |
| Returns for 5 years | 26.61 | 38.54 | 69% |
| Returns for 10 years | 69.43 | N/A | - |
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