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ERIFX vs FBONX
ERIFX vs FBONX Comparison
Open Charts ERIFX vs FBONX
Eaton Vance Balanced R
Price$12.46
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets1.08B
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.07 (-0.18%)
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 (2.19) 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 : 14.57 vs. ERIFX (8.30). FBONX return over 5 years is better than : 40.47 vs. ERIFX (20.74).
| 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 | 0.646 | 2.348 | 28% |
| 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 | 2.19 | 43% |
| Returns for 1 year | 8.30 | 14.57 | 57% |
| Returns for 3 years | 36.56 | 38.94 | 94% |
| Returns for 5 years | 20.74 | 40.47 | 51% |
| Returns for 10 years | N/A | N/A | - |
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