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ABALX vs ERIFX
ABALX vs ERIFX Comparison
Open Charts ABALX vs ERIFX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Eaton Vance Balanced R
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.08B
ABALX vs ERIFX Comparison Chart in %
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ABALX vs. ERIFX commentary
Sep 27, 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 ABALX is a Hold and ERIFX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 262B vs. ERIFX (1.08B). ABALX pays higher dividends than ERIFX: ABALX (1.82) vs ERIFX (0.99). ABALX was incepted earlier than ERIFX: ABALX (50 years) vs ERIFX (9 years). ERIFX (1.22) is less costly to investors than ABALX (0.56). ABALX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). ABALX has a lower initial minimum investment than ERIFX: ABALX (250) vs ERIFX (1000). ABALX annual gain was more profitable for investors over the last year : 8.13 vs. ERIFX (4.49). ABALX return over 5 years is better than : 44.70 vs. ERIFX (30.87).
| ABALX | ERIFX | ABALX / ERIFX | |
| Total Expense Ratio | 0.56 | 1.22 | 46% |
| Annual Report Gross Expense Ratio | 0.56 | 1.22 | 46% |
| Fund Existence | 50 years | 9 years | - |
| Gain YTD | 13.169 | 8.506 | 155% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 1.08B | 24,349% |
| Annual Yield % from dividends | 1.82 | 0.99 | 185% |
| Returns for 1 year | 8.13 | 4.49 | 181% |
| Returns for 3 years | 51.49 | 41.60 | 124% |
| Returns for 5 years | 44.70 | 30.87 | 145% |
| Returns for 10 years | 83.17 | N/A | - |
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