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EVIFX vs FBONX
EVIFX vs FBONX Comparison
Open Charts EVIFX vs FBONX
Eaton Vance Balanced A
Price$12.40
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
EVIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. EVIFX (1.05B). FBONX pays higher dividends than EVIFX: FBONX (2.10) vs EVIFX (1.23). EVIFX was incepted earlier than FBONX: EVIFX (93 years) vs FBONX (5 years). EVIFX (0.97) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). FBONX has a lower initial minimum investment than EVIFX: FBONX (250) vs EVIFX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. EVIFX (6.57).
| EVIFX | FBONX | EVIFX / FBONX | |
| Total Expense Ratio | 0.97 | 0.30 | 323% |
| Annual Report Gross Expense Ratio | 0.97 | 0.30 | 323% |
| Fund Existence | 93 years | 5 years | - |
| Gain YTD | 5.877 | 8.208 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 252B | 0% |
| Annual Yield % from dividends | 1.23 | 2.10 | 58% |
| Returns for 1 year | 6.57 | 8.16 | 81% |
| Returns for 3 years | 32.49 | 37.33 | 87% |
| Returns for 5 years | 32.70 | N/A | - |
| Returns for 10 years | 61.88 | N/A | - |