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EVIFX vs FBAFX
EVIFX vs FBAFX Comparison
Open Charts EVIFX vs FBAFX
Eaton Vance Balanced A
Price$12.54
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced 529-F-2
Price$37.14
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
EVIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. EVIFX (1.05B). FBAFX pays higher dividends than EVIFX: FBAFX (2.06) 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 (9.22) and EVIFX (8.98) have marching annual gain over last year.
| 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 | 7.073 | 8.979 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 254B | 0% |
| Annual Yield % from dividends | 1.23 | 2.06 | 59% |
| Returns for 1 year | 8.98 | 9.22 | 97% |
| Returns for 3 years | 28.07 | 33.06 | 85% |
| Returns for 5 years | 29.60 | N/A | - |
| Returns for 10 years | 61.98 | N/A | - |
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