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ERIFX vs RLEFX
ERIFX vs RLEFX Comparison
Open Charts ERIFX vs RLEFX
Eaton Vance Balanced R
Price$12.31
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced R5E
Price$38.32
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
ERIFX vs RLEFX Comparison Chart in %
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ERIFX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. ERIFX (1.08B). RLEFX pays higher dividends than ERIFX: RLEFX (2.06) vs ERIFX (0.94). 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 : 11.56 vs. ERIFX (4.64). RLEFX return over 5 years is better than : 36.72 vs. ERIFX (17.08).
| 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 | -0.242 | 2.483 | -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 | 2.06 | 46% |
| Returns for 1 year | 4.64 | 11.56 | 40% |
| Returns for 3 years | 33.52 | 37.57 | 89% |
| Returns for 5 years | 17.08 | 36.72 | 47% |
| Returns for 10 years | N/A | 90.60 | - |
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