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ERIFX vs RLEFX
ERIFX vs RLEFX Comparison
Open Charts ERIFX vs RLEFX
Eaton Vance Balanced R
Price$12.47
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced R5E
Price$37.02
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
ERIFX vs RLEFX Comparison Chart in %
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ERIFX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 253B vs. ERIFX (1.07B). RLEFX pays higher dividends than ERIFX: RLEFX (2.00) vs ERIFX (1.00). ERIFX was incepted earlier than RLEFX: ERIFX (9 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 (11.61) and ERIFX (11.23) have marching annual gain over last year. RLEFX return over 5 years is better than : 37.74 vs. ERIFX (26.22).
| ERIFX | RLEFX | ERIFX / RLEFX | |
| Total Expense Ratio | 1.22 | 0.39 | 313% |
| Annual Report Gross Expense Ratio | 1.22 | 0.39 | 313% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 7.056 | 8.693 | 81% |
| 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 | 2.00 | 50% |
| Returns for 1 year | 11.23 | 11.61 | 97% |
| Returns for 3 years | 27.33 | 31.57 | 87% |
| Returns for 5 years | 26.22 | 37.74 | 69% |
| Returns for 10 years | N/A | N/A | - |
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