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EIIFX vs RLEFX
EIIFX vs RLEFX Comparison
Open Charts EIIFX vs RLEFX
Eaton Vance Balanced I
Price$12.41
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
EIIFX vs RLEFX Comparison Chart in %
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EIIFX vs. RLEFX commentary
Jul 07, 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 EIIFX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. EIIFX (1.05B). RLEFX pays higher dividends than EIIFX: RLEFX (2.01) vs EIIFX (1.46). EIIFX was incepted earlier than RLEFX: EIIFX (13 years) vs RLEFX (10 years). EIIFX (0.72) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). RLEFX has a lower initial minimum investment than EIIFX: RLEFX (250) vs EIIFX (1000000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. EIIFX (6.83). RLEFX return over 5 years is better than : 42.56 vs. EIIFX (34.16).
| EIIFX | RLEFX | EIIFX / RLEFX | |
| Total Expense Ratio | 0.72 | 0.39 | 185% |
| Annual Report Gross Expense Ratio | 0.72 | 0.39 | 185% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 6.005 | 8.164 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 252B | 0% |
| Annual Yield % from dividends | 1.46 | 2.01 | 72% |
| Returns for 1 year | 6.83 | 8.07 | 85% |
| Returns for 3 years | 33.49 | 35.76 | 94% |
| Returns for 5 years | 34.16 | 42.56 | 80% |
| Returns for 10 years | 64.84 | N/A | - |