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ERIFX vs FBAFX
ERIFX vs FBAFX Comparison
Open Charts ERIFX vs FBAFX
Eaton Vance Balanced R
Price$12.78
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
ERIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ERIFX (1.09B). FBAFX pays higher dividends than ERIFX: FBAFX (1.94) vs ERIFX (0.92). ERIFX was incepted earlier than FBAFX: ERIFX (10 years) vs FBAFX (5 years). ERIFX (1.22) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). FBAFX has a lower initial minimum investment than ERIFX: FBAFX (250) vs ERIFX (1000). FBAFX annual gain was more profitable for investors over the last year : 9.01 vs. ERIFX (5.08). FBAFX return over 5 years is better than : 43.18 vs. ERIFX (27.10).
| ERIFX | FBAFX | ERIFX / FBAFX | |
| Total Expense Ratio | 1.22 | 0.34 | 359% |
| Annual Report Gross Expense Ratio | 1.22 | 0.34 | 359% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 10.909 | 15.061 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 269B | 0% |
| Annual Yield % from dividends | 0.92 | 1.94 | 47% |
| Returns for 1 year | 5.08 | 9.01 | 56% |
| Returns for 3 years | 37.86 | 44.43 | 85% |
| Returns for 5 years | 27.10 | 43.18 | 63% |
| Returns for 10 years | N/A | N/A | - |
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