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ERIFX vs RLEFX
ERIFX vs RLEFX Comparison
Open Charts ERIFX vs RLEFX
Eaton Vance Balanced R
Price$12.70
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R5E
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
ERIFX vs RLEFX Comparison Chart in %
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ERIFX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. ERIFX (1.09B). RLEFX pays higher dividends than ERIFX: RLEFX (1.92) vs ERIFX (0.93). 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 annual gain was more profitable for investors over the last year : 10.19 vs. ERIFX (6.36). RLEFX return over 5 years is better than : 43.60 vs. ERIFX (28.62).
| 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 | 9.278 | 14.584 | 64% |
| 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 | 1.92 | 48% |
| Returns for 1 year | 6.36 | 10.19 | 62% |
| Returns for 3 years | 42.30 | 51.92 | 81% |
| Returns for 5 years | 28.62 | 43.60 | 66% |
| Returns for 10 years | N/A | N/A | - |
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