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BALFX vs ERIFX
BALFX vs ERIFX Comparison
Open Charts BALFX vs ERIFX
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.
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).
| 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 | 8.075 | 5.686 | 142% |
| Front Load | N/A | 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 | 1.81 | 1.01 | 180% |
| Returns for 1 year | 7.83 | 6.26 | 125% |
| Returns for 3 years | 35.03 | 31.54 | 111% |
| Returns for 5 years | 41.29 | 31.33 | 132% |
| Returns for 10 years | 64.94 | N/A | - |
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