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ERIFX vs RLBBX
ERIFX vs RLBBX Comparison
Open Charts ERIFX vs RLBBX
Eaton Vance Balanced R
Price$12.70
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R2
Price$38.60
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
ERIFX vs RLBBX Comparison Chart in %
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ERIFX vs. RLBBX commentary
Oct 08, 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 Buy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. ERIFX (1.09B). RLBBX pays higher dividends than ERIFX: RLBBX (1.11) vs ERIFX (0.93). 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 : 9.12 vs. ERIFX (6.36). RLBBX return over 5 years is better than : 38.04 vs. ERIFX (28.62).
| 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 | 9.278 | 13.761 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 266B | 0% |
| Annual Yield % from dividends | 0.93 | 1.11 | 84% |
| Returns for 1 year | 6.36 | 9.12 | 70% |
| Returns for 3 years | 42.30 | 47.96 | 88% |
| Returns for 5 years | 28.62 | 38.04 | 75% |
| Returns for 10 years | N/A | 68.69 | - |
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