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EVIFX vs RLEFX
EVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFX
Eaton Vance Balanced A
Price$12.49
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced R5E
Price$40.21
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets269.37B
EVIFX vs RLEFX Comparison Chart in %
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EVIFX vs. RLEFX commentary
Dec 13, 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. EVIFX (1.1B). RLEFX pays higher dividends than EVIFX: RLEFX (1.86) vs EVIFX (1.12). EVIFX was incepted earlier than RLEFX: EVIFX (94 years) vs RLEFX (10 years). EVIFX (0.97) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). RLEFX has a lower initial minimum investment than EVIFX: RLEFX (250) vs EVIFX (1000). RLEFX annual gain was more profitable for investors over the last year : 11.27 vs. EVIFX (4.30). RLEFX return over 5 years is better than : 41.62 vs. EVIFX (23.09).
| EVIFX | RLEFX | EVIFX / RLEFX | |
| Total Expense Ratio | 0.97 | 0.39 | 249% |
| Annual Report Gross Expense Ratio | 0.97 | 0.39 | 249% |
| Fund Existence | 94 years | 10 years | - |
| Gain YTD | 6.956 | 18.207 | 38% |
| 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 | 1.86 | 61% |
| Returns for 1 year | 4.30 | 11.27 | 38% |
| Returns for 3 years | 37.50 | 45.53 | 82% |
| Returns for 5 years | 23.09 | 41.62 | 55% |
| Returns for 10 years | 66.09 | 82.56 | 80% |
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