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ABALX vs ERIFX
ABALX vs ERIFX Comparison
Open Charts ABALX vs ERIFX
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Eaton Vance Balanced R
Price$12.34
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.05B
ABALX vs ERIFX Comparison Chart in %
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ABALX vs. ERIFX commentary
Jul 07, 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: 252B vs. ERIFX (1.05B). ABALX pays higher dividends than ERIFX: ABALX (1.86) 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 : 7.89 vs. ERIFX (6.26). ABALX return over 5 years is better than : 41.63 vs. ERIFX (31.33).
| 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 | 8.070 | 5.686 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.05B | 23,932% |
| Annual Yield % from dividends | 1.86 | 1.01 | 185% |
| Returns for 1 year | 7.89 | 6.26 | 126% |
| Returns for 3 years | 35.19 | 31.54 | 112% |
| Returns for 5 years | 41.63 | 31.33 | 133% |
| Returns for 10 years | 65.55 | N/A | - |
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