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EIIFX vs RLEFX
EIIFX vs RLEFX Comparison
Open Charts EIIFX vs RLEFX
Eaton Vance Balanced I
Price$12.59
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R5E
Price$38.39
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
EIIFX vs RLEFX Comparison Chart in %
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EIIFX vs. RLEFX commentary
Jan 15, 2026
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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. EIIFX (1.08B). RLEFX pays higher dividends than EIIFX: RLEFX (2.11) vs EIIFX (1.41). 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 : 14.86 vs. EIIFX (9.31). RLEFX return over 5 years is better than : 37.39 vs. EIIFX (23.83).
| 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 | 1.125 | 2.510 | 45% |
| 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 | 270B | 0% |
| Annual Yield % from dividends | 1.41 | 2.11 | 67% |
| Returns for 1 year | 9.31 | 14.86 | 63% |
| Returns for 3 years | 39.27 | 38.81 | 101% |
| Returns for 5 years | 23.83 | 37.39 | 64% |
| Returns for 10 years | 80.56 | 91.83 | 88% |
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