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ERIFX vs RLBBX
ERIFX vs RLBBX Comparison
Open Charts ERIFX vs RLBBX
Eaton Vance Balanced R
Price$12.49
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
ERIFX vs RLBBX Comparison Chart in %
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ERIFX vs. RLBBX commentary
Jul 28, 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 ERIFX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 254B vs. ERIFX (1.05B). RLBBX pays higher dividends than ERIFX: RLBBX (1.17) vs ERIFX (1.01). ERIFX was incepted earlier than RLBBX: ERIFX (9 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than ERIFX (1.22). RLBBX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). RLBBX has a lower initial minimum investment than ERIFX: RLBBX (250) vs ERIFX (1000). ERIFX (9.70) and RLBBX (9.41) have marching annual gain over last year. RLBBX return over 5 years is better than : 35.33 vs. ERIFX (29.50).
| ERIFX | RLBBX | ERIFX / RLBBX | |
| Total Expense Ratio | 1.22 | 1.32 | 92% |
| Annual Report Gross Expense Ratio | 1.22 | 1.32 | 92% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 6.971 | 8.557 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 254B | 0% |
| Annual Yield % from dividends | 1.01 | 1.17 | 86% |
| Returns for 1 year | 9.70 | 9.41 | 103% |
| Returns for 3 years | 31.78 | 32.13 | 99% |
| Returns for 5 years | 29.50 | 35.33 | 84% |
| Returns for 10 years | N/A | 58.04 | - |
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