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EVIFX vs RLEFX
EVIFX vs RLEFX Comparison
Open Charts EVIFX vs RLEFX
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.
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).
| EVIFX | RLEFX | EVIFX / RLEFX | |
| Total Expense Ratio | 0.97 | 0.39 | 249% |
| Annual Report Gross Expense Ratio | 0.97 | 0.39 | 249% |
| Fund Existence | 93 years | 10 years | - |
| Gain YTD | 5.877 | 8.164 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 252B | 0% |
| Annual Yield % from dividends | 1.23 | 2.01 | 61% |
| Returns for 1 year | 6.57 | 8.07 | 81% |
| Returns for 3 years | 32.49 | 35.76 | 91% |
| Returns for 5 years | 32.70 | 42.56 | 77% |
| Returns for 10 years | 61.88 | N/A | - |
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