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ERIFX vs RLBGX
ERIFX vs RLBGX Comparison
Open Charts ERIFX vs RLBGX
Eaton Vance Balanced R
Price$12.70
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R6
Price$38.96
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
ERIFX vs RLBGX Comparison Chart in %
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ERIFX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 266B vs. ERIFX (1.09B). RLBGX pays higher dividends than ERIFX: RLBGX (2.05) vs ERIFX (0.93). ERIFX was incepted earlier than RLBGX: ERIFX (9 years) vs RLBGX (16 years). ERIFX (1.22) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). RLBGX has a lower initial minimum investment than ERIFX: RLBGX (250) vs ERIFX (1000). RLBGX annual gain was more profitable for investors over the last year : 10.37 vs. ERIFX (6.36). RLBGX return over 5 years is better than : 44.50 vs. ERIFX (28.62).
| ERIFX | RLBGX | ERIFX / RLBGX | |
| Total Expense Ratio | 1.22 | 0.25 | 488% |
| Annual Report Gross Expense Ratio | 1.22 | 0.25 | 488% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 9.278 | 14.715 | 63% |
| 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 | 2.05 | 45% |
| Returns for 1 year | 6.36 | 10.37 | 61% |
| Returns for 3 years | 42.30 | 52.60 | 80% |
| Returns for 5 years | 28.62 | 44.50 | 64% |
| Returns for 10 years | N/A | 80.42 | - |
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