EVIFX
Price
$12.02
Change
-$0.02 (-0.17%)
Updated
Jun 5 closing price
Net Assets
1.02B
RLEFX
Price
$35.74
Change
-$0.03 (-0.08%)
Updated
Jun 5 closing price
Net Assets
243.73B
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EVIFX vs RLEFX

Header iconEVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFXBanner chart's image
Eaton Vance Balanced A
Price$12.02
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
EVIFX vs RLEFX Comparison Chart
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EVIFX vs. RLEFX commentary
Jun 06, 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.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. EVIFX (1.02B). RLEFX pays higher dividends than EVIFX: RLEFX (2.09) vs EVIFX (1.23). 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 : 7.16 vs. EVIFX (5.69). RLEFX return over 5 years is better than : 35.68 vs. EVIFX (28.32).
EVIFXRLEFXEVIFX / RLEFX
Total Expense Ratio0.970.39249%
Annual Report Gross Expense Ratio0.970.39249%
Fund Existence93 years10 years-
Gain YTD2.4594.65953%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B244B0%
Annual Yield % from dividends1.232.0959%
Returns for 1 year5.697.1680%
Returns for 3 years23.6823.58100%
Returns for 5 years28.3235.6879%
Returns for 10 years56.76N/A-
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