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ESIFX vs FBAFX
ESIFX vs FBAFX Comparison
Open Charts ESIFX vs FBAFX
Eaton Vance Balanced R6
Price$12.65
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced 529-F-2
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ESIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. ESIFX (1.07B). FBAFX pays higher dividends than ESIFX: FBAFX (2.04) vs ESIFX (1.47). ESIFX was incepted earlier than FBAFX: ESIFX (9 years) vs FBAFX (5 years). ESIFX (0.68) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). FBAFX has a lower initial minimum investment than ESIFX: FBAFX (250) vs ESIFX (5000000). FBAFX annual gain was more profitable for investors over the last year : 8.23 vs. ESIFX (7.03).
| ESIFX | FBAFX | ESIFX / FBAFX | |
| Total Expense Ratio | 0.68 | 0.34 | 200% |
| Annual Report Gross Expense Ratio | 0.68 | 0.34 | 200% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 8.075 | 9.918 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 256B | 0% |
| Annual Yield % from dividends | 1.47 | 2.04 | 72% |
| Returns for 1 year | 7.03 | 8.23 | 85% |
| Returns for 3 years | 27.09 | 31.57 | 86% |
| Returns for 5 years | 29.89 | N/A | - |
| Returns for 10 years | N/A | N/A | - |