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EIIFX vs RLEFX
EIIFX vs RLEFX Comparison
Open Charts EIIFX vs RLEFX
Eaton Vance Balanced I
Price$12.65
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
EIIFX vs RLEFX Comparison Chart in %
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EIIFX vs. RLEFX commentary
Aug 18, 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: 256B vs. EIIFX (1.07B). RLEFX pays higher dividends than EIIFX: RLEFX (2.00) vs EIIFX (1.44). 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 : 8.15 vs. EIIFX (7.08). RLEFX return over 5 years is better than : 39.18 vs. EIIFX (29.66).
| 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 | 8.055 | 9.867 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 256B | 0% |
| Annual Yield % from dividends | 1.44 | 2.00 | 72% |
| Returns for 1 year | 7.08 | 8.15 | 87% |
| Returns for 3 years | 27.06 | 30.19 | 90% |
| Returns for 5 years | 29.66 | 39.18 | 76% |
| Returns for 10 years | 65.86 | N/A | - |
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