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ABALX vs ERIFX
ABALX vs ERIFX Comparison
Open Charts ABALX vs ERIFX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
Eaton Vance Balanced R
Price$11.94
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets1.02B
ABALX vs ERIFX Comparison Chart
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ABALX vs. ERIFX commentary
Jun 15, 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 Buy and ERIFX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 244B vs. ERIFX (1.02B). ABALX pays higher dividends than ERIFX: ABALX (1.94) vs ERIFX (1.01). 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 : 5.32 vs. ERIFX (3.78). ABALX return over 5 years is better than : 38.50 vs. ERIFX (29.72).
| 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 | 4.436 | 2.260 | 196% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.02B | 23,945% |
| Annual Yield % from dividends | 1.94 | 1.01 | 193% |
| Returns for 1 year | 5.32 | 3.78 | 140% |
| Returns for 3 years | 32.72 | 31.20 | 105% |
| Returns for 5 years | 38.50 | 29.72 | 130% |
| Returns for 10 years | 58.12 | N/A | - |
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