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ABALX vs EVIFX
ABALX vs EVIFX Comparison
Open Charts ABALX vs EVIFX
American Funds American Balanced A
Price$38.01
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Eaton Vance Balanced A
Price$12.70
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.07B
ABALX vs EVIFX Comparison Chart in %
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ABALX vs. EVIFX commentary
Sep 07, 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 Buy and EVIFX is a Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 258B vs. EVIFX (1.07B). ABALX pays higher dividends than EVIFX: ABALX (1.82) vs EVIFX (1.20). ABALX was incepted earlier than EVIFX: ABALX (50 years) vs EVIFX (93 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 : 9.99 vs. EVIFX (7.60). ABALX return over 5 years is better than : 39.92 vs. EVIFX (28.98).
| 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 | 93 years | - |
| Gain YTD | 11.381 | 8.439 | 135% |
| Front Load | 6% | 5% | 110% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 1.07B | 24,203% |
| Annual Yield % from dividends | 1.82 | 1.20 | 151% |
| Returns for 1 year | 9.99 | 7.60 | 131% |
| Returns for 3 years | 39.96 | 35.14 | 114% |
| Returns for 5 years | 39.92 | 28.98 | 138% |
| Returns for 10 years | 75.68 | 69.62 | 109% |
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