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EIIFX vs FBONX
EIIFX vs FBONX Comparison
Open Charts EIIFX vs FBONX
Eaton Vance Balanced I
Price$12.37
Change-$0.13 (-1.04%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced 529-F-3
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
EIIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. EIIFX (1.1B). FBONX pays higher dividends than EIIFX: FBONX (1.93) vs EIIFX (1.34). 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 : 10.92 vs. EIIFX (4.49). FBONX return over 5 years is better than : 44.69 vs. EIIFX (24.47).
| 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 | 7.149 | 18.538 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 269B | 0% |
| Annual Yield % from dividends | 1.34 | 1.93 | 70% |
| Returns for 1 year | 4.49 | 10.92 | 41% |
| Returns for 3 years | 38.54 | 45.83 | 84% |
| Returns for 5 years | 24.47 | 44.69 | 55% |
| Returns for 10 years | 68.96 | N/A | - |
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