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EIIFX vs FBAFX
EIIFX vs FBAFX Comparison
Open Charts EIIFX vs FBAFX
Eaton Vance Balanced I
Price$12.36
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced 529-F-2
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
EIIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 251B vs. EIIFX (1.05B). FBAFX pays higher dividends than EIIFX: FBAFX (2.06) vs EIIFX (1.46). 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 : 5.91 vs. EIIFX (4.46).
| 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 | 5.321 | 8.011 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 251B | 0% |
| Annual Yield % from dividends | 1.46 | 2.06 | 71% |
| Returns for 1 year | 4.46 | 5.91 | 76% |
| Returns for 3 years | 32.22 | 37.31 | 86% |
| Returns for 5 years | 30.39 | N/A | - |
| Returns for 10 years | 61.10 | N/A | - |