BALFX
Price
$36.85
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
ERIFX
Price
$12.34
Change
+$0.06 (+0.49%)
Updated
Jul 3 closing price
Net Assets
1.05B
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BALFX vs ERIFX

Header iconBALFX vs ERIFX Comparison
Open Charts BALFX vs ERIFXBanner chart's image
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Eaton Vance Balanced R
Price$12.34
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.05B
BALFX vs ERIFX Comparison Chart in %
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BALFX 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 BALFX is a Buy and ERIFX is a Buy.

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FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 252B vs. ERIFX (1.05B). BALFX pays higher dividends than ERIFX: BALFX (1.81) vs ERIFX (1.01). BALFX was incepted earlier than ERIFX: BALFX (24 years) vs ERIFX (9 years). ERIFX (1.22) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). BALFX has a lower initial minimum investment than ERIFX: BALFX (250) vs ERIFX (1000). BALFX annual gain was more profitable for investors over the last year : 7.83 vs. ERIFX (6.26). BALFX return over 5 years is better than : 41.29 vs. ERIFX (31.33).
BALFXERIFXBALFX / ERIFX
Total Expense Ratio0.611.2250%
Annual Report Gross Expense Ratio0.611.2250%
Fund Existence24 years9 years-
Gain YTD8.0755.686142%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B1.05B23,932%
Annual Yield % from dividends1.811.01180%
Returns for 1 year7.836.26125%
Returns for 3 years35.0331.54111%
Returns for 5 years41.2931.33132%
Returns for 10 years64.94N/A-
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