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AMBFX vs ESIFX
AMBFX vs ESIFX Comparison
Open Charts AMBFX vs ESIFX
American Funds American Balanced F2
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Eaton Vance Balanced R6
Price$12.01
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets1.02B
AMBFX vs ESIFX Comparison Chart
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AMBFX vs. ESIFX commentary
Jun 16, 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: 244B vs. ESIFX (1.02B). AMBFX pays higher dividends than ESIFX: AMBFX (2.13) vs ESIFX (1.50). 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 : 5.53 vs. ESIFX (4.40). AMBFX return over 5 years is better than : 39.71 vs. ESIFX (32.76).
| 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 | 4.541 | 2.607 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.02B | 23,945% |
| Annual Yield % from dividends | 2.13 | 1.50 | 142% |
| Returns for 1 year | 5.53 | 4.40 | 126% |
| Returns for 3 years | 33.47 | 33.31 | 100% |
| Returns for 5 years | 39.71 | 32.76 | 121% |
| Returns for 10 years | 59.88 | N/A | - |
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