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ERIFX vs RLEFX
ERIFX vs RLEFX Comparison
Open Charts ERIFX vs RLEFX
Eaton Vance Balanced R
Price$12.30
Change-$0.13 (-1.05%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced R5E
Price$39.71
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
ERIFX vs RLEFX Comparison Chart in %
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ERIFX vs. RLEFX commentary
Dec 14, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. ERIFX (1.1B). RLEFX pays higher dividends than ERIFX: RLEFX (1.86) vs ERIFX (0.91). ERIFX was incepted earlier than RLEFX: ERIFX (10 years) vs RLEFX (10 years). ERIFX (1.22) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). RLEFX has a lower initial minimum investment than ERIFX: RLEFX (250) vs ERIFX (1000). RLEFX annual gain was more profitable for investors over the last year : 10.83 vs. ERIFX (4.13). RLEFX return over 5 years is better than : 41.91 vs. ERIFX (21.77).
| ERIFX | RLEFX | ERIFX / RLEFX | |
| Total Expense Ratio | 1.22 | 0.39 | 313% |
| Annual Report Gross Expense Ratio | 1.22 | 0.39 | 313% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 6.703 | 18.443 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 269B | 0% |
| Annual Yield % from dividends | 0.91 | 1.86 | 49% |
| Returns for 1 year | 4.13 | 10.83 | 38% |
| Returns for 3 years | 36.52 | 44.58 | 82% |
| Returns for 5 years | 21.77 | 41.91 | 52% |
| Returns for 10 years | N/A | 82.85 | - |
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