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EIIFX vs FBONX
EIIFX vs FBONX Comparison
Open Charts EIIFX vs FBONX
Eaton Vance Balanced I
Price$12.59
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
EIIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. EIIFX (1.08B). FBONX pays higher dividends than EIIFX: FBONX (2.19) vs EIIFX (1.41). EIIFX was incepted earlier than FBONX: EIIFX (13 years) vs FBONX (5 years). EIIFX (0.72) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). FBONX has a lower initial minimum investment than EIIFX: FBONX (250) vs EIIFX (1000000). FBONX annual gain was more profitable for investors over the last year : 14.98 vs. EIIFX (9.31). FBONX return over 5 years is better than : 40.08 vs. EIIFX (23.83).
| EIIFX | FBONX | EIIFX / FBONX | |
| Total Expense Ratio | 0.72 | 0.30 | 240% |
| Annual Report Gross Expense Ratio | 0.72 | 0.30 | 240% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 1.125 | 2.535 | 44% |
| 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 | 1.41 | 2.19 | 64% |
| Returns for 1 year | 9.31 | 14.98 | 62% |
| Returns for 3 years | 39.27 | 39.19 | 100% |
| Returns for 5 years | 23.83 | 40.08 | 59% |
| Returns for 10 years | 80.56 | N/A | - |
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