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EIIFX vs RLEFX
EIIFX vs RLEFX Comparison
Open Charts EIIFX vs RLEFX
Eaton Vance Balanced I
Price$12.37
Change-$0.13 (-1.04%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced R5E
Price$39.71
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
EIIFX vs RLEFX Comparison Chart in %
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EIIFX vs. RLEFX commentary
Dec 14, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. EIIFX (1.1B). RLEFX pays higher dividends than EIIFX: RLEFX (1.86) vs EIIFX (1.34). 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 : 10.83 vs. EIIFX (4.49). RLEFX return over 5 years is better than : 41.91 vs. EIIFX (24.47).
| 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 | 7.149 | 18.443 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 269B | 0% |
| Annual Yield % from dividends | 1.34 | 1.86 | 72% |
| Returns for 1 year | 4.49 | 10.83 | 41% |
| Returns for 3 years | 38.54 | 44.58 | 86% |
| Returns for 5 years | 24.47 | 41.91 | 58% |
| Returns for 10 years | 68.96 | 82.85 | 83% |
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