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EVIFX vs RLBGX
EVIFX vs RLBGX Comparison
Open Charts EVIFX vs RLBGX
Eaton Vance Balanced A
Price$12.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced R6
Price$39.90
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
EVIFX vs RLBGX Comparison Chart in %
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EVIFX vs. RLBGX 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. EVIFX (1.1B). RLBGX pays higher dividends than EVIFX: RLBGX (1.98) vs EVIFX (1.12). EVIFX was incepted earlier than RLBGX: EVIFX (94 years) vs RLBGX (17 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 : 9.66 vs. EVIFX (4.23). RLBGX return over 5 years is better than : 41.12 vs. EVIFX (26.84).
| EVIFX | RLBGX | EVIFX / RLBGX | |
| Total Expense Ratio | 0.97 | 0.25 | 388% |
| Annual Report Gross Expense Ratio | 0.97 | 0.25 | 388% |
| Fund Existence | 94 years | 17 years | - |
| Gain YTD | 11.067 | 16.953 | 65% |
| 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 | 1.98 | 57% |
| Returns for 1 year | 4.23 | 9.66 | 44% |
| Returns for 3 years | 35.03 | 41.58 | 84% |
| Returns for 5 years | 26.84 | 41.12 | 65% |
| Returns for 10 years | 68.80 | 78.24 | 88% |
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