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AMBFX vs EVIFX
AMBFX vs EVIFX Comparison
Open Charts AMBFX vs EVIFX
American Funds American Balanced F2
Price$37.78
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
Eaton Vance Balanced A
Price$12.70
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.07B
AMBFX vs EVIFX Comparison Chart in %
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AMBFX 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 AMBFX is a Buy and EVIFX is a Buy.
FUNDAMENTALS
Fundamentals
AMBFX has more cash in the bank: 258B vs. EVIFX (1.07B). AMBFX pays higher dividends than EVIFX: AMBFX (2.00) vs EVIFX (1.20). AMBFX was incepted earlier than EVIFX: AMBFX (17 years) vs EVIFX (93 years). EVIFX (0.97) is less costly to investors than AMBFX (0.35). AMBFX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). AMBFX has a lower initial minimum investment than EVIFX: AMBFX (250) vs EVIFX (1000). AMBFX annual gain was more profitable for investors over the last year : 9.61 vs. EVIFX (7.60). AMBFX return over 5 years is better than : 40.34 vs. EVIFX (28.98).
| AMBFX | EVIFX | AMBFX / EVIFX | |
| Total Expense Ratio | 0.35 | 0.97 | 36% |
| Annual Report Gross Expense Ratio | 0.35 | 0.97 | 36% |
| Fund Existence | 17 years | 93 years | - |
| Gain YTD | 10.911 | 8.439 | 129% |
| Front Load | N/A | 5% | - |
| 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 | 2.00 | 1.20 | 166% |
| Returns for 1 year | 9.61 | 7.60 | 126% |
| Returns for 3 years | 39.97 | 35.14 | 114% |
| Returns for 5 years | 40.34 | 28.98 | 139% |
| Returns for 10 years | 76.71 | 69.62 | 110% |
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