Interact to see
Advertisement
Advertisement
ERIFX vs RLBGX
ERIFX vs RLBGX Comparison
Open Charts ERIFX vs RLBGX
Eaton Vance Balanced R
Price$12.31
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R6
Price$38.39
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
ERIFX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERIFX vs. RLBGX commentary
Feb 05, 2026
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 StrongBuy and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. ERIFX (1.08B). RLBGX pays higher dividends than ERIFX: RLBGX (2.18) vs ERIFX (0.94). ERIFX was incepted earlier than RLBGX: ERIFX (10 years) vs RLBGX (17 years). ERIFX (1.22) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). RLBGX has a lower initial minimum investment than ERIFX: RLBGX (250) vs ERIFX (1000). RLBGX annual gain was more profitable for investors over the last year : 11.74 vs. ERIFX (4.64). RLBGX return over 5 years is better than : 37.59 vs. ERIFX (17.08).
| ERIFX | RLBGX | ERIFX / RLBGX | |
| Total Expense Ratio | 1.22 | 0.25 | 488% |
| Annual Report Gross Expense Ratio | 1.22 | 0.25 | 488% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | -0.242 | 2.479 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 270B | 0% |
| Annual Yield % from dividends | 0.94 | 2.18 | 43% |
| Returns for 1 year | 4.64 | 11.74 | 40% |
| Returns for 3 years | 33.52 | 38.20 | 88% |
| Returns for 5 years | 17.08 | 37.59 | 45% |
| Returns for 10 years | N/A | 92.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement