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EVIFX vs RLEFX
EVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFX
Eaton Vance Balanced A
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced R5E
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
EVIFX vs RLEFX Comparison Chart
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EVIFX vs. RLEFX commentary
Apr 18, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. EVIFX (984M). RLEFX pays higher dividends than EVIFX: RLEFX (2.16) vs EVIFX (1.28). EVIFX was incepted earlier than RLEFX: EVIFX (93 years) vs RLEFX (9 years). EVIFX (0.98) is less costly to investors than RLEFX (0.40). 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 : 3.17 vs. RLEFX (2.75). RLEFX return over 5 years is better than : 32.76 vs. EVIFX (26.72).
| EVIFX | RLEFX | EVIFX / RLEFX | |
| Total Expense Ratio | 0.98 | 0.40 | 245% |
| Annual Report Gross Expense Ratio | 0.98 | 0.40 | 245% |
| Fund Existence | 93 years | 9 years | - |
| Gain YTD | -5.881 | -3.650 | 161% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 225B | 0% |
| Annual Yield % from dividends | 1.28 | 2.16 | 59% |
| Returns for 1 year | 3.17 | 2.75 | 115% |
| Returns for 3 years | 8.66 | 10.47 | 83% |
| Returns for 5 years | 26.72 | 32.76 | 82% |
| Returns for 10 years | 38.74 | N/A | - |
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