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EVIFX vs RLEFX
EVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFX
Eaton Vance Balanced A
Price$12.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
EVIFX vs RLEFX Comparison Chart
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EVIFX vs. RLEFX commentary
Nov 14, 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 Buy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. EVIFX (988M). 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 : 26.59 vs. RLEFX (22.85). RLEFX return over 5 years is better than : 37.80 vs. EVIFX (33.16).
| 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 | 20.755 | 15.761 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 240B | 0% |
| Annual Yield % from dividends | 1.37 | 2.42 | 57% |
| Returns for 1 year | 26.59 | 22.85 | 116% |
| Returns for 3 years | 5.64 | 12.39 | 45% |
| Returns for 5 years | 33.16 | 37.80 | 88% |
| Returns for 10 years | 52.09 | N/A | - |