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EVIFX vs RLBEX
EVIFX vs RLBEX Comparison
Open Charts EVIFX vs RLBEX
Eaton Vance Balanced A
Price$12.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
EVIFX vs RLBEX Comparison Chart in %
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EVIFX vs. RLBEX commentary
Dec 04, 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. EVIFX (1.1B). RLBEX pays higher dividends than EVIFX: RLBEX (1.68) vs EVIFX (1.12). EVIFX was incepted earlier than RLBEX: EVIFX (94 years) vs RLBEX (23 years). EVIFX (0.97) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLBEX has a lower initial minimum investment than EVIFX: RLBEX (250) vs EVIFX (1000). RLBEX annual gain was more profitable for investors over the last year : 9.28 vs. EVIFX (4.23). RLBEX return over 5 years is better than : 39.06 vs. EVIFX (26.84).
| EVIFX | RLBEX | EVIFX / RLBEX | |
| Total Expense Ratio | 0.97 | 0.59 | 164% |
| Annual Report Gross Expense Ratio | 0.97 | 0.59 | 164% |
| Fund Existence | 94 years | 23 years | - |
| Gain YTD | 11.067 | 16.574 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 269B | 0% |
| Annual Yield % from dividends | 1.12 | 1.68 | 67% |
| Returns for 1 year | 4.23 | 9.28 | 46% |
| Returns for 3 years | 35.03 | 40.19 | 87% |
| Returns for 5 years | 26.84 | 39.06 | 69% |
| Returns for 10 years | 68.80 | 76.67 | 90% |
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