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EVIFX vs FBONX
EVIFX vs FBONX Comparison
Open Charts EVIFX vs FBONX
Eaton Vance Balanced A
Price$12.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.1B
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
EVIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. EVIFX (1.1B). FBONX pays higher dividends than EVIFX: FBONX (1.93) vs EVIFX (1.12). EVIFX was incepted earlier than FBONX: EVIFX (94 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 : 9.61 vs. EVIFX (4.23). FBONX return over 5 years is better than : 43.00 vs. EVIFX (26.84).
| EVIFX | FBONX | EVIFX / FBONX | |
| Total Expense Ratio | 0.97 | 0.30 | 323% |
| Annual Report Gross Expense Ratio | 0.97 | 0.30 | 323% |
| Fund Existence | 94 years | 5 years | - |
| Gain YTD | 11.067 | 16.889 | 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 | 1.93 | 58% |
| Returns for 1 year | 4.23 | 9.61 | 44% |
| Returns for 3 years | 35.03 | 42.16 | 83% |
| Returns for 5 years | 26.84 | 43.00 | 62% |
| Returns for 10 years | 68.80 | N/A | - |
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