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EVIFX vs RLEFX
EVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFX
Eaton Vance Balanced A
Price$12.28
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R5E
Price$36.38
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
EVIFX vs RLEFX Comparison Chart in %
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EVIFX vs. RLEFX commentary
Jun 27, 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: 248B 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 : 7.55 vs. EVIFX (5.48). RLEFX return over 5 years is better than : 43.86 vs. EVIFX (33.68).
| 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 | 4.170 | 6.814 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 248B | 0% |
| Annual Yield % from dividends | 1.23 | 2.09 | 59% |
| Returns for 1 year | 5.48 | 7.55 | 73% |
| Returns for 3 years | 29.95 | 33.32 | 90% |
| Returns for 5 years | 33.68 | 43.86 | 77% |
| Returns for 10 years | 60.22 | N/A | - |
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