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EIIFX vs FBAFX
EIIFX vs FBAFX Comparison
Open Charts EIIFX vs FBAFX
Eaton Vance Balanced I
Price$11.42
Change+$0.07 (+0.62%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced 529-F-2
Price$33.83
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
EIIFX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 231B vs. EIIFX (984M). FBAFX pays higher dividends than EIIFX: FBAFX (2.22) vs EIIFX (1.52). EIIFX was incepted earlier than FBAFX: EIIFX (13 years) vs FBAFX (4 years). EIIFX (0.73) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. EIIFX (2.00). FBAFX has a lower initial minimum investment than EIIFX: FBAFX (250) vs EIIFX (1000000). EIIFX annual gain was more profitable for investors over the last year : 6.99 vs. FBAFX (5.13).
| EIIFX | FBAFX | EIIFX / FBAFX | |
| Total Expense Ratio | 0.73 | 0.33 | 221% |
| Annual Report Gross Expense Ratio | 0.73 | 0.33 | 221% |
| Fund Existence | 13 years | 4 years | - |
| Gain YTD | -2.837 | -1.089 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 231B | 0% |
| Annual Yield % from dividends | 1.52 | 2.22 | 69% |
| Returns for 1 year | 6.99 | 5.13 | 136% |
| Returns for 3 years | 15.88 | 18.59 | 85% |
| Returns for 5 years | 33.73 | N/A | - |
| Returns for 10 years | 45.40 | N/A | - |
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