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EVIFX vs RLBCX
EVIFX vs RLBCX Comparison
Open Charts EVIFX vs RLBCX
Eaton Vance Balanced A
Price$12.42
Change-$0.37 (-2.89%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
EVIFX vs RLBCX Comparison Chart in %
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EVIFX vs. RLBCX commentary
Feb 05, 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 EVIFX is a StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. EVIFX (1.08B). RLBCX pays higher dividends than EVIFX: RLBCX (1.62) vs EVIFX (1.17). EVIFX was incepted earlier than RLBCX: EVIFX (94 years) vs RLBCX (24 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 : 10.97 vs. EVIFX (4.96). RLBCX return over 5 years is better than : 33.82 vs. EVIFX (18.54).
| 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 | 24 years | - |
| Gain YTD | -0.161 | 2.445 | -7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 270B | 0% |
| Annual Yield % from dividends | 1.17 | 1.62 | 72% |
| Returns for 1 year | 4.96 | 10.97 | 45% |
| Returns for 3 years | 34.54 | 35.49 | 97% |
| Returns for 5 years | 18.54 | 33.82 | 55% |
| Returns for 10 years | 74.99 | 84.49 | 89% |
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