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EVIFX vs FBAFX
EVIFX vs FBAFX Comparison
Open Charts EVIFX vs FBAFX
Eaton Vance Balanced A
Price$12.00
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
EVIFX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. EVIFX (1.02B). FBAFX pays higher dividends than EVIFX: FBAFX (2.14) vs EVIFX (1.23). EVIFX was incepted earlier than FBAFX: EVIFX (93 years) vs FBAFX (5 years). EVIFX (0.97) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). FBAFX has a lower initial minimum investment than EVIFX: FBAFX (250) vs EVIFX (1000). FBAFX annual gain was more profitable for investors over the last year : 5.57 vs. EVIFX (4.11).
| EVIFX | FBAFX | EVIFX / FBAFX | |
| Total Expense Ratio | 0.97 | 0.34 | 285% |
| Annual Report Gross Expense Ratio | 0.97 | 0.34 | 285% |
| Fund Existence | 93 years | 5 years | - |
| Gain YTD | 2.462 | 4.578 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 244B | 0% |
| Annual Yield % from dividends | 1.23 | 2.14 | 58% |
| Returns for 1 year | 4.11 | 5.57 | 74% |
| Returns for 3 years | 32.16 | 34.68 | 93% |
| Returns for 5 years | 31.22 | N/A | - |
| Returns for 10 years | 55.92 | N/A | - |
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