Interact to see
Advertisement
Advertisement
ERIFX vs RLBGX
ERIFX vs RLBGX Comparison
Open Charts ERIFX vs RLBGX
Eaton Vance Balanced R
Price$12.64
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R6
Price$37.79
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
ERIFX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERIFX vs. RLBGX commentary
Aug 29, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 255B vs. ERIFX (1.07B). RLBGX pays higher dividends than ERIFX: RLBGX (2.13) vs ERIFX (1.00). 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 : 8.46 vs. ERIFX (6.06). RLBGX return over 5 years is better than : 39.40 vs. ERIFX (25.18).
| 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 | 7.913 | 10.870 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 255B | 0% |
| Annual Yield % from dividends | 1.00 | 2.13 | 47% |
| Returns for 1 year | 6.06 | 8.46 | 72% |
| Returns for 3 years | 31.20 | 36.83 | 85% |
| Returns for 5 years | 25.18 | 39.40 | 64% |
| Returns for 10 years | N/A | 77.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement