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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.70
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
EVIFX vs RLBCX Comparison Chart in %
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EVIFX vs. RLBCX commentary
Oct 19, 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 EVIFX is a StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. EVIFX (1.09B). RLBCX pays higher dividends than EVIFX: RLBCX (1.49) vs EVIFX (1.15). EVIFX was incepted earlier than RLBCX: EVIFX (94 years) vs RLBCX (23 years). EVIFX (0.97) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLBCX has a lower initial minimum investment than EVIFX: RLBCX (250) vs EVIFX (1000). RLBCX annual gain was more profitable for investors over the last year : 8.34 vs. EVIFX (4.13). RLBCX return over 5 years is better than : 40.24 vs. EVIFX (27.75).
| EVIFX | RLBCX | EVIFX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 0.97 | 0.89 | 109% |
| Fund Existence | 94 years | 23 years | - |
| Gain YTD | 8.754 | 14.364 | 61% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 266B | 0% |
| Annual Yield % from dividends | 1.15 | 1.49 | 77% |
| Returns for 1 year | 4.13 | 8.34 | 49% |
| Returns for 3 years | 41.26 | 49.26 | 84% |
| Returns for 5 years | 27.75 | 40.24 | 69% |
| Returns for 10 years | 67.87 | 72.18 | 94% |
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