Interact to see
Advertisement
Advertisement
ESIFX vs FBONX
ESIFX vs FBONX Comparison
Open Charts ESIFX vs FBONX
Eaton Vance Balanced R6
Price$12.86
Change-$0.15 (-1.15%)
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
ESIFX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ESIFX (1.09B). FBONX pays higher dividends than ESIFX: FBONX (1.97) vs ESIFX (1.40). ESIFX was incepted earlier than FBONX: ESIFX (10 years) vs FBONX (5 years). ESIFX (0.68) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). FBONX has a lower initial minimum investment than ESIFX: FBONX (250) vs ESIFX (5000000). FBONX annual gain was more profitable for investors over the last year : 10.27 vs. ESIFX (5.70). FBONX return over 5 years is better than : 45.24 vs. ESIFX (30.27).
| ESIFX | FBONX | ESIFX / FBONX | |
| Total Expense Ratio | 0.68 | 0.30 | 227% |
| Annual Report Gross Expense Ratio | 0.68 | 0.30 | 227% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 11.562 | 16.506 | 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 | 1.97 | 71% |
| Returns for 1 year | 5.70 | 10.27 | 55% |
| Returns for 3 years | 40.22 | 45.55 | 88% |
| Returns for 5 years | 30.27 | 45.24 | 67% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement