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EVIFX vs RLEFX
EVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFX
Eaton Vance Balanced A
Price$11.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
EVIFX vs RLEFX Comparison Chart
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EVIFX vs. RLEFX commentary
May 09, 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: 234B vs. EVIFX (978M). RLEFX pays higher dividends than EVIFX: RLEFX (2.17) 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 (0.39). 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). EVIFX annual gain was more profitable for investors over the last year : 6.05 vs. RLEFX (4.93). RLEFX return over 5 years is better than : 37.87 vs. EVIFX (30.69).
| EVIFX | RLEFX | EVIFX / RLEFX | |
| Total Expense Ratio | 0.98 | 0.39 | 251% |
| Annual Report Gross Expense Ratio | 0.98 | 0.39 | 251% |
| Fund Existence | 93 years | 9 years | - |
| Gain YTD | -1.030 | 0.504 | -204% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 234B | 0% |
| Annual Yield % from dividends | 1.28 | 2.17 | 59% |
| Returns for 1 year | 6.05 | 4.93 | 123% |
| Returns for 3 years | 22.13 | 22.44 | 99% |
| Returns for 5 years | 30.69 | 37.87 | 81% |
| Returns for 10 years | 46.39 | N/A | - |
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