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EVIFX vs FBAFX
EVIFX vs FBAFX Comparison
Open Charts EVIFX vs FBAFX
Eaton Vance Balanced A
Price$12.54
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced 529-F-2
Price$37.68
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
EVIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. EVIFX (1.1B). FBAFX pays higher dividends than EVIFX: FBAFX (1.90) vs EVIFX (1.12). EVIFX was incepted earlier than FBAFX: EVIFX (94 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 : 9.38 vs. EVIFX (5.34). FBAFX return over 5 years is better than : 38.07 vs. EVIFX (22.25).
| EVIFX | FBAFX | EVIFX / FBAFX | |
| Total Expense Ratio | 0.97 | 0.34 | 285% |
| Annual Report Gross Expense Ratio | 0.97 | 0.34 | 285% |
| Fund Existence | 94 years | 5 years | - |
| Gain YTD | 7.213 | 10.851 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 269B | 0% |
| Annual Yield % from dividends | 1.12 | 1.90 | 59% |
| Returns for 1 year | 5.34 | 9.38 | 57% |
| Returns for 3 years | 40.96 | 38.63 | 106% |
| Returns for 5 years | 22.25 | 38.07 | 58% |
| Returns for 10 years | 67.15 | N/A | - |
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