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ERIFX vs RLBBX
ERIFX vs RLBBX Comparison
Open Charts ERIFX vs RLBBX
Eaton Vance Balanced R
Price$12.47
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R2
Price$36.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
ERIFX vs RLBBX Comparison Chart in %
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ERIFX vs. RLBBX commentary
Aug 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. ERIFX (1.07B). RLBBX pays higher dividends than ERIFX: RLBBX (1.16) vs ERIFX (1.00). 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). ERIFX annual gain was more profitable for investors over the last year : 11.23 vs. RLBBX (10.56). RLBBX return over 5 years is better than : 32.41 vs. ERIFX (26.22).
| 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 | 7.056 | 8.086 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 253B | 0% |
| Annual Yield % from dividends | 1.00 | 1.16 | 85% |
| Returns for 1 year | 11.23 | 10.56 | 106% |
| Returns for 3 years | 27.33 | 28.40 | 96% |
| Returns for 5 years | 26.22 | 32.41 | 81% |
| Returns for 10 years | N/A | 56.66 | - |
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