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EVIFX vs RLBGX
EVIFX vs RLBGX Comparison
Open Charts EVIFX vs RLBGX
Eaton Vance Balanced A
Price$12.00
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
EVIFX vs RLBGX Comparison Chart
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EVIFX vs. RLBGX commentary
Jun 16, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. EVIFX (1.02B). RLBGX pays higher dividends than EVIFX: RLBGX (2.23) vs EVIFX (1.23). EVIFX was incepted earlier than RLBGX: EVIFX (93 years) vs RLBGX (16 years). EVIFX (0.97) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLBGX has a lower initial minimum investment than EVIFX: RLBGX (250) vs EVIFX (1000). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. EVIFX (4.11). RLBGX return over 5 years is better than : 40.35 vs. EVIFX (31.22).
| EVIFX | RLBGX | EVIFX / RLBGX | |
| Total Expense Ratio | 0.97 | 0.25 | 388% |
| Annual Report Gross Expense Ratio | 0.97 | 0.25 | 388% |
| Fund Existence | 93 years | 16 years | - |
| Gain YTD | 2.462 | 4.592 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 244B | 0% |
| Annual Yield % from dividends | 1.23 | 2.23 | 55% |
| Returns for 1 year | 4.11 | 5.63 | 73% |
| Returns for 3 years | 32.16 | 33.78 | 95% |
| Returns for 5 years | 31.22 | 40.35 | 77% |
| Returns for 10 years | 55.92 | 60.87 | 92% |
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