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ERIFX vs RLBBX
ERIFX vs RLBBX Comparison
Open Charts ERIFX vs RLBBX
Eaton Vance Balanced R
Price$11.99
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced R2
Price$35.49
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
ERIFX vs RLBBX Comparison Chart
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ERIFX vs. RLBBX commentary
Jun 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 ERIFX is a StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 243B vs. ERIFX (1.02B). RLBBX pays higher dividends than ERIFX: RLBBX (1.23) 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 : 6.30 vs. ERIFX (5.29). RLBBX return over 5 years is better than : 30.57 vs. ERIFX (26.81).
| 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 | 2.148 | 4.362 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 243B | 0% |
| Annual Yield % from dividends | 1.01 | 1.23 | 82% |
| Returns for 1 year | 5.29 | 6.30 | 84% |
| Returns for 3 years | 21.86 | 20.03 | 109% |
| Returns for 5 years | 26.81 | 30.57 | 88% |
| Returns for 10 years | N/A | 52.73 | - |
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