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ERIFX vs RLEFX
ERIFX vs RLEFX Comparison
Open Charts ERIFX vs RLEFX
Eaton Vance Balanced R
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced R5E
Price$38.67
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets260.98B
ERIFX vs RLEFX Comparison Chart in %
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ERIFX vs. RLEFX commentary
Nov 23, 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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 261B vs. ERIFX (1.09B). RLEFX pays higher dividends than ERIFX: RLEFX (1.89) vs ERIFX (0.92). ERIFX was incepted earlier than RLEFX: ERIFX (10 years) vs RLEFX (10 years). ERIFX (1.22) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). RLEFX has a lower initial minimum investment than ERIFX: RLEFX (250) vs ERIFX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.55 vs. ERIFX (2.82). RLEFX return over 5 years is better than : 39.52 vs. ERIFX (24.38).
| ERIFX | RLEFX | ERIFX / RLEFX | |
| Total Expense Ratio | 1.22 | 0.39 | 313% |
| Annual Report Gross Expense Ratio | 1.22 | 0.39 | 313% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 7.819 | 13.906 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 261B | 0% |
| Annual Yield % from dividends | 0.92 | 1.89 | 49% |
| Returns for 1 year | 2.82 | 8.55 | 33% |
| Returns for 3 years | 32.92 | 40.19 | 82% |
| Returns for 5 years | 24.38 | 39.52 | 62% |
| Returns for 10 years | N/A | 72.48 | - |
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