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EIIFX vs FBAFX
EIIFX vs FBAFX Comparison
Open Charts EIIFX vs FBAFX
Eaton Vance Balanced I
Price$12.43
Change-$0.37 (-2.89%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
EIIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. EIIFX (1.08B). FBAFX pays higher dividends than EIIFX: FBAFX (2.11) vs EIIFX (1.40). EIIFX was incepted earlier than FBAFX: EIIFX (13 years) vs FBAFX (5 years). EIIFX (0.72) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). FBAFX has a lower initial minimum investment than EIIFX: FBAFX (250) vs EIIFX (1000000). FBAFX annual gain was more profitable for investors over the last year : 11.64 vs. EIIFX (5.22). FBAFX return over 5 years is better than : 39.18 vs. EIIFX (19.83).
| EIIFX | FBAFX | EIIFX / FBAFX | |
| Total Expense Ratio | 0.72 | 0.34 | 212% |
| Annual Report Gross Expense Ratio | 0.72 | 0.34 | 212% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | -0.161 | 2.481 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 270B | 0% |
| Annual Yield % from dividends | 1.40 | 2.11 | 67% |
| Returns for 1 year | 5.22 | 11.64 | 45% |
| Returns for 3 years | 35.65 | 37.86 | 94% |
| Returns for 5 years | 19.83 | 39.18 | 51% |
| Returns for 10 years | 78.04 | N/A | - |
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