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ESIFX vs FBAFX
ESIFX vs FBAFX Comparison
Open Charts ESIFX vs FBAFX
Eaton Vance Balanced R6
Price$12.86
Change-$0.15 (-1.15%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
ESIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ESIFX (1.09B). FBAFX pays higher dividends than ESIFX: FBAFX (1.94) vs ESIFX (1.40). ESIFX was incepted earlier than FBAFX: ESIFX (10 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 : 10.25 vs. ESIFX (5.70). FBAFX return over 5 years is better than : 44.98 vs. ESIFX (30.27).
| ESIFX | FBAFX | ESIFX / FBAFX | |
| Total Expense Ratio | 0.68 | 0.34 | 200% |
| Annual Report Gross Expense Ratio | 0.68 | 0.34 | 200% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 11.562 | 16.503 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 269B | 0% |
| Annual Yield % from dividends | 1.40 | 1.94 | 72% |
| Returns for 1 year | 5.70 | 10.25 | 56% |
| Returns for 3 years | 40.22 | 45.39 | 89% |
| Returns for 5 years | 30.27 | 44.98 | 67% |
| Returns for 10 years | N/A | N/A | - |
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