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ERIFX vs RLBBX
ERIFX vs RLBBX Comparison
Open Charts ERIFX vs RLBBX
Eaton Vance Balanced R
Price$11.95
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.55
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
ERIFX vs RLBBX Comparison Chart
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ERIFX vs. RLBBX commentary
Dec 27, 2024
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: 239B vs. ERIFX (1.03B). RLBBX pays higher dividends than ERIFX: RLBBX (1.58) vs ERIFX (1.15). ERIFX was incepted earlier than RLBBX: ERIFX (9 years) vs RLBBX (23 years). 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 : 16.49 vs. RLBBX (10.54). RLBBX (26.98) and ERIFX (26.55) have equivalent 5 years return.
| ERIFX | RLBBX | ERIFX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 16.042 | 10.091 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 239B | 0% |
| Annual Yield % from dividends | 1.15 | 1.58 | 73% |
| Returns for 1 year | 16.49 | 10.54 | 156% |
| Returns for 3 years | 7.89 | 7.97 | 99% |
| Returns for 5 years | 26.55 | 26.98 | 98% |
| Returns for 10 years | N/A | 46.97 | - |
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