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ERIFX vs FBONX
ERIFX vs FBONX Comparison
Open Charts ERIFX vs FBONX
Eaton Vance Balanced R
Price$12.64
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
ERIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 265B vs. ERIFX (1.09B). FBONX pays higher dividends than ERIFX: FBONX (2.00) vs ERIFX (0.93). ERIFX was incepted earlier than FBONX: ERIFX (9 years) vs FBONX (5 years). ERIFX (1.22) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). FBONX has a lower initial minimum investment than ERIFX: FBONX (250) vs ERIFX (1000). FBONX annual gain was more profitable for investors over the last year : 9.00 vs. ERIFX (3.89).
| ERIFX | FBONX | ERIFX / FBONX | |
| Total Expense Ratio | 1.22 | 0.30 | 407% |
| Annual Report Gross Expense Ratio | 1.22 | 0.30 | 407% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 8.506 | 14.886 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 265B | 0% |
| Annual Yield % from dividends | 0.93 | 2.00 | 46% |
| Returns for 1 year | 3.89 | 9.00 | 43% |
| Returns for 3 years | 40.38 | 52.65 | 77% |
| Returns for 5 years | 26.37 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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