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EIIFX vs FBAFX
EIIFX vs FBAFX Comparison
Open Charts EIIFX vs FBAFX
Eaton Vance Balanced I
Price$12.86
Change-$0.14 (-1.08%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
EIIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. EIIFX (1.09B). FBAFX pays higher dividends than EIIFX: FBAFX (1.94) vs EIIFX (1.36). 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 : 10.25 vs. EIIFX (5.57). FBAFX return over 5 years is better than : 44.98 vs. EIIFX (29.92).
| 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 | 11.435 | 16.503 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 269B | 0% |
| Annual Yield % from dividends | 1.36 | 1.94 | 70% |
| Returns for 1 year | 5.57 | 10.25 | 54% |
| Returns for 3 years | 39.93 | 45.39 | 88% |
| Returns for 5 years | 29.92 | 44.98 | 67% |
| Returns for 10 years | 75.29 | N/A | - |
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