Interact to see
Advertisement
Advertisement
EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.70
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
EVIFX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EVIFX vs. RLBCX commentary
Sep 07, 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 258B vs. EVIFX (1.07B). RLBCX pays higher dividends than EVIFX: RLBCX (1.53) vs EVIFX (1.20). EVIFX was incepted earlier than RLBCX: EVIFX (93 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 : 9.58 vs. EVIFX (7.60). RLBCX return over 5 years is better than : 37.90 vs. EVIFX (28.98).
| EVIFX | RLBCX | EVIFX / RLBCX | |
| Total Expense Ratio | 0.97 | 0.89 | 109% |
| Annual Report Gross Expense Ratio | 0.97 | 0.89 | 109% |
| Fund Existence | 93 years | 23 years | - |
| Gain YTD | 8.439 | 11.127 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 258B | 0% |
| Annual Yield % from dividends | 1.20 | 1.53 | 78% |
| Returns for 1 year | 7.60 | 9.58 | 79% |
| Returns for 3 years | 35.14 | 38.72 | 91% |
| Returns for 5 years | 28.98 | 37.90 | 76% |
| Returns for 10 years | 69.62 | 72.02 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement