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ERIFX vs RLBBX
ERIFX vs RLBBX Comparison
Open Charts ERIFX vs RLBBX
Eaton Vance Balanced R
Price$12.34
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ERIFX vs RLBBX Comparison Chart in %
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ERIFX vs. RLBBX commentary
Jul 06, 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: 252B vs. ERIFX (1.05B). RLBBX pays higher dividends than ERIFX: RLBBX (1.17) vs ERIFX (1.01). ERIFX was incepted earlier than RLBBX: ERIFX (9 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than ERIFX (1.22). RLBBX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). RLBBX has a lower initial minimum investment than ERIFX: RLBBX (250) vs ERIFX (1000). RLBBX annual gain was more profitable for investors over the last year : 7.05 vs. ERIFX (6.26). RLBBX return over 5 years is better than : 37.07 vs. ERIFX (31.33).
| ERIFX | RLBBX | ERIFX / RLBBX | |
| Total Expense Ratio | 1.22 | 1.32 | 92% |
| Annual Report Gross Expense Ratio | 1.22 | 1.32 | 92% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.686 | 7.674 | 74% |
| Front Load | N/A | 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 | 1.01 | 1.17 | 86% |
| Returns for 1 year | 6.26 | 7.05 | 89% |
| Returns for 3 years | 31.54 | 32.48 | 97% |
| Returns for 5 years | 31.33 | 37.07 | 85% |
| Returns for 10 years | N/A | 58.03 | - |
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