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ERIFX vs RLBBX
ERIFX vs RLBBX Comparison
Open Charts ERIFX vs RLBBX
Eaton Vance Balanced R
Price$11.77
Change-$0.13 (-1.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$34.50
Change-$0.42 (-1.20%)
VolumeN/A
CapitalizationN/A
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ERIFX vs RLBBX Comparison Chart
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ERIFX vs. RLBBX commentary
Sep 08, 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 Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 228B vs. ERIFX (979M). RLBBX pays higher dividends than ERIFX: RLBBX (1.58) vs ERIFX (1.15). ERIFX was incepted earlier than RLBBX: ERIFX (8 years) vs RLBBX (22 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 : 21.89 vs. RLBBX (17.94). RLBBX return over 5 years is better than : 31.51 vs. ERIFX (28.18).
| ERIFX | RLBBX | ERIFX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 15.130 | 10.335 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 228B | 0% |
| Annual Yield % from dividends | 1.15 | 1.58 | 73% |
| Returns for 1 year | 21.89 | 17.94 | 122% |
| Returns for 3 years | 1.20 | 7.21 | 17% |
| Returns for 5 years | 28.18 | 31.51 | 89% |
| Returns for 10 years | N/A | 42.95 | - |
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