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ERIFX vs FBONX
ERIFX vs FBONX Comparison
Open Charts ERIFX vs FBONX
Eaton Vance Balanced R
Price$12.31
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
ERIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. ERIFX (1.08B). FBONX pays higher dividends than ERIFX: FBONX (2.14) vs ERIFX (0.94). ERIFX was incepted earlier than FBONX: ERIFX (10 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 : 11.01 vs. ERIFX (4.64). FBONX return over 5 years is better than : 39.09 vs. ERIFX (17.08).
| ERIFX | FBONX | ERIFX / FBONX | |
| Total Expense Ratio | 1.22 | 0.30 | 407% |
| Annual Report Gross Expense Ratio | 1.22 | 0.30 | 407% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | -0.242 | 2.348 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 270B | 0% |
| Annual Yield % from dividends | 0.94 | 2.14 | 44% |
| Returns for 1 year | 4.64 | 11.01 | 42% |
| Returns for 3 years | 33.52 | 37.78 | 89% |
| Returns for 5 years | 17.08 | 39.09 | 44% |
| Returns for 10 years | N/A | N/A | - |
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