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ERIFX vs RLBBX
ERIFX vs RLBBX Comparison
Open Charts ERIFX vs RLBBX
Eaton Vance Balanced R
Price$11.28
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
ERIFX vs RLBBX Comparison Chart
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ERIFX vs. RLBBX commentary
Apr 25, 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 ERIFX is a StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 227B vs. ERIFX (984M). RLBBX pays higher dividends than ERIFX: RLBBX (1.27) vs ERIFX (1.04). ERIFX was incepted earlier than RLBBX: ERIFX (9 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than ERIFX (1.23). RLBBX is a more actively managed with annual turnover of: 171.00 vs. ERIFX (2.00). RLBBX has a lower initial minimum investment than ERIFX: RLBBX (250) vs ERIFX (1000). ERIFX annual gain was more profitable for investors over the last year : 3.77 vs. RLBBX (3.40). RLBBX return over 5 years is better than : 31.54 vs. ERIFX (28.22).
| ERIFX | RLBBX | ERIFX / RLBBX | |
| Total Expense Ratio | 1.23 | 1.33 | 92% |
| Annual Report Gross Expense Ratio | 1.23 | 1.33 | 92% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -5.112 | -1.755 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 227B | 0% |
| Annual Yield % from dividends | 1.04 | 1.27 | 82% |
| Returns for 1 year | 3.77 | 3.40 | 111% |
| Returns for 3 years | 10.26 | 12.44 | 82% |
| Returns for 5 years | 28.22 | 31.54 | 89% |
| Returns for 10 years | N/A | 41.09 | - |