EVIFX
Price
$12.40
Change
+$0.06 (+0.49%)
Updated
Jul 3 closing price
Net Assets
1.05B
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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EVIFX vs RLEFX

Header iconEVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFXBanner chart's image
Eaton Vance Balanced A
Price$12.40
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
EVIFX vs RLEFX Comparison Chart in %
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EVIFX vs. RLEFX commentary
Jul 07, 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 RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. EVIFX (1.05B). RLEFX pays higher dividends than EVIFX: RLEFX (2.01) vs EVIFX (1.23). EVIFX was incepted earlier than RLEFX: EVIFX (93 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 : 8.07 vs. EVIFX (6.57). RLEFX return over 5 years is better than : 42.56 vs. EVIFX (32.70).
EVIFXRLEFXEVIFX / RLEFX
Total Expense Ratio0.970.39249%
Annual Report Gross Expense Ratio0.970.39249%
Fund Existence93 years10 years-
Gain YTD5.8778.16472%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.05B252B0%
Annual Yield % from dividends1.232.0161%
Returns for 1 year6.578.0781%
Returns for 3 years32.4935.7691%
Returns for 5 years32.7042.5677%
Returns for 10 years61.88N/A-
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