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AMBFX vs ESIFX
AMBFX vs ESIFX Comparison
Open Charts AMBFX vs ESIFX
American Funds American Balanced F2
Price$38.14
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Eaton Vance Balanced R6
Price$12.77
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.08B
AMBFX vs ESIFX Comparison Chart in %
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AMBFX vs. ESIFX commentary
Sep 10, 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 AMBFX is a Buy and ESIFX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 259B vs. ESIFX (1.08B). AMBFX pays higher dividends than ESIFX: AMBFX (2.00) vs ESIFX (1.46). AMBFX was incepted earlier than ESIFX: AMBFX (17 years) vs ESIFX (9 years). ESIFX (0.68) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). AMBFX has a lower initial minimum investment than ESIFX: AMBFX (250) vs ESIFX (5000000). AMBFX annual gain was more profitable for investors over the last year : 12.02 vs. ESIFX (9.60). AMBFX return over 5 years is better than : 42.07 vs. ESIFX (31.84).
| AMBFX | ESIFX | AMBFX / ESIFX | |
| Total Expense Ratio | 0.35 | 0.68 | 51% |
| Annual Report Gross Expense Ratio | 0.35 | 0.68 | 51% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 11.968 | 9.100 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.08B | 24,071% |
| Annual Yield % from dividends | 2.00 | 1.46 | 137% |
| Returns for 1 year | 12.02 | 9.60 | 125% |
| Returns for 3 years | 38.02 | 33.83 | 112% |
| Returns for 5 years | 42.07 | 31.84 | 132% |
| Returns for 10 years | 78.92 | N/A | - |
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