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ABALX vs EVIFX
ABALX vs EVIFX Comparison
Open Charts ABALX vs EVIFX
American Funds American Balanced A
Price$38.51
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Eaton Vance Balanced A
Price$12.70
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.08B
ABALX vs EVIFX Comparison Chart in %
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ABALX vs. EVIFX commentary
Sep 27, 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 ABALX is a Hold and EVIFX is a Hold.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 262B vs. EVIFX (1.08B). ABALX pays higher dividends than EVIFX: ABALX (1.82) vs EVIFX (1.20). ABALX was incepted earlier than EVIFX: ABALX (50 years) vs EVIFX (94 years). EVIFX (0.97) is less costly to investors than ABALX (0.56). ABALX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). ABALX initial investment is less costly to investors than EVIFX (5%) vs EVIFX (5%). ABALX has a lower initial minimum investment than EVIFX: ABALX (250) vs EVIFX (1000). ABALX annual gain was more profitable for investors over the last year : 7.85 vs. EVIFX (4.56). ABALX return over 5 years is better than : 44.32 vs. EVIFX (32.10).
| ABALX | EVIFX | ABALX / EVIFX | |
| Total Expense Ratio | 0.56 | 0.97 | 58% |
| Annual Report Gross Expense Ratio | 0.56 | 0.97 | 58% |
| Fund Existence | 50 years | 94 years | - |
| Gain YTD | 12.875 | 8.498 | 152% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 1.08B | 24,349% |
| Annual Yield % from dividends | 1.82 | 1.20 | 151% |
| Returns for 1 year | 7.85 | 4.56 | 172% |
| Returns for 3 years | 51.10 | 42.44 | 120% |
| Returns for 5 years | 44.32 | 32.10 | 138% |
| Returns for 10 years | 82.70 | 75.48 | 110% |