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BALFX vs ERIFX
BALFX vs ERIFX Comparison
Open Charts BALFX vs ERIFX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Eaton Vance Balanced R
Price$11.94
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets1.02B
BALFX vs ERIFX Comparison Chart
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BALFX 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 BALFX is a Buy and ERIFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 244B vs. ERIFX (1.02B). BALFX pays higher dividends than ERIFX: BALFX (1.88) 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 : 5.26 vs. ERIFX (3.78). BALFX return over 5 years is better than : 38.20 vs. ERIFX (29.72).
| BALFX | ERIFX | BALFX / ERIFX | |
| Total Expense Ratio | 0.61 | 1.22 | 50% |
| Annual Report Gross Expense Ratio | 0.61 | 1.22 | 50% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 4.438 | 2.260 | 196% |
| Front Load | N/A | 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 | 1.88 | 1.01 | 187% |
| Returns for 1 year | 5.26 | 3.78 | 139% |
| Returns for 3 years | 32.52 | 31.20 | 104% |
| Returns for 5 years | 38.20 | 29.72 | 129% |
| Returns for 10 years | 57.60 | N/A | - |
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