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ERIFX vs FBONX
ERIFX vs FBONX Comparison
Open Charts ERIFX vs FBONX
Eaton Vance Balanced R
Price$12.78
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
ERIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ERIFX (1.09B). FBONX pays higher dividends than ERIFX: FBONX (1.97) vs ERIFX (0.92). 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 : 10.27 vs. ERIFX (5.08). FBONX return over 5 years is better than : 45.24 vs. ERIFX (27.10).
| 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 | 10.909 | 16.506 | 66% |
| 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 | 1.97 | 47% |
| Returns for 1 year | 5.08 | 10.27 | 50% |
| Returns for 3 years | 37.86 | 45.55 | 83% |
| Returns for 5 years | 27.10 | 45.24 | 60% |
| Returns for 10 years | N/A | N/A | - |
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