Interact to see
Advertisement
Advertisement
EIIFX vs FBONX
EIIFX vs FBONX Comparison
Open Charts EIIFX vs FBONX
Eaton Vance Balanced I
Price$12.86
Change-$0.14 (-1.08%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
EIIFX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. EIIFX (1.09B). FBONX pays higher dividends than EIIFX: FBONX (1.97) vs EIIFX (1.36). 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 : 9.08 vs. EIIFX (4.52). FBONX return over 5 years is better than : 43.48 vs. EIIFX (28.52).
| 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 | 10.235 | 15.092 | 68% |
| 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 | 1.97 | 69% |
| Returns for 1 year | 4.52 | 9.08 | 50% |
| Returns for 3 years | 39.28 | 44.58 | 88% |
| Returns for 5 years | 28.52 | 43.48 | 66% |
| Returns for 10 years | 72.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement