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EIIFX vs FBAFX
EIIFX vs FBAFX Comparison
Open Charts EIIFX vs FBAFX
Eaton Vance Balanced I
Price$12.57
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced 529-F-2
Price$37.18
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
EIIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. EIIFX (1.07B). FBAFX pays higher dividends than EIIFX: FBAFX (2.04) vs EIIFX (1.44). EIIFX was incepted earlier than FBAFX: EIIFX (13 years) vs FBAFX (5 years). EIIFX (0.72) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). FBAFX has a lower initial minimum investment than EIIFX: FBAFX (250) vs EIIFX (1000000). FBAFX annual gain was more profitable for investors over the last year : 10.42 vs. EIIFX (9.88).
| EIIFX | FBAFX | EIIFX / FBAFX | |
| Total Expense Ratio | 0.72 | 0.34 | 212% |
| Annual Report Gross Expense Ratio | 0.72 | 0.34 | 212% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 7.371 | 9.097 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 254B | 0% |
| Annual Yield % from dividends | 1.44 | 2.04 | 70% |
| Returns for 1 year | 9.88 | 10.42 | 95% |
| Returns for 3 years | 29.49 | 33.83 | 87% |
| Returns for 5 years | 28.84 | N/A | - |
| Returns for 10 years | 65.79 | N/A | - |