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EIIFX vs RLEFX
EIIFX vs RLEFX Comparison
Open Charts EIIFX vs RLEFX
Eaton Vance Balanced I
Price$12.77
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R5E
Price$38.13
Change+$0.35 (+0.93%)
VolumeN/A
Net Assets259.11B
EIIFX vs RLEFX Comparison Chart in %
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EIIFX vs. RLEFX commentary
Sep 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 EIIFX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 259B vs. EIIFX (1.08B). RLEFX pays higher dividends than EIIFX: RLEFX (1.97) vs EIIFX (1.43). 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 : 11.95 vs. EIIFX (9.56). RLEFX return over 5 years is better than : 41.82 vs. EIIFX (31.61).
| 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 | 9.080 | 11.952 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 259B | 0% |
| Annual Yield % from dividends | 1.43 | 1.97 | 73% |
| Returns for 1 year | 9.56 | 11.95 | 80% |
| Returns for 3 years | 33.81 | 37.83 | 89% |
| Returns for 5 years | 31.61 | 41.82 | 76% |
| Returns for 10 years | 73.89 | N/A | - |
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