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ESIFX vs RLEFX
ESIFX vs RLEFX Comparison
Open Charts ESIFX vs RLEFX
Eaton Vance Balanced R6
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
ESIFX vs RLEFX Comparison Chart in %
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ESIFX 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 ESIFX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. ESIFX (1.07B). RLEFX pays higher dividends than ESIFX: RLEFX (2.00) vs ESIFX (1.47). ESIFX was incepted earlier than RLEFX: ESIFX (9 years) vs RLEFX (10 years). ESIFX (0.68) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). RLEFX has a lower initial minimum investment than ESIFX: RLEFX (250) vs ESIFX (5000000). RLEFX annual gain was more profitable for investors over the last year : 8.15 vs. ESIFX (7.03). RLEFX return over 5 years is better than : 39.18 vs. ESIFX (29.89).
| ESIFX | RLEFX | ESIFX / RLEFX | |
| Total Expense Ratio | 0.68 | 0.39 | 174% |
| Annual Report Gross Expense Ratio | 0.68 | 0.39 | 174% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 8.075 | 9.867 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 256B | 0% |
| Annual Yield % from dividends | 1.47 | 2.00 | 74% |
| Returns for 1 year | 7.03 | 8.15 | 86% |
| Returns for 3 years | 27.09 | 30.19 | 90% |
| Returns for 5 years | 29.89 | 39.18 | 76% |
| Returns for 10 years | N/A | N/A | - |
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