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EIIFX vs FBONX
EIIFX vs FBONX Comparison
Open Charts EIIFX vs FBONX
Eaton Vance Balanced I
Price$12.57
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced 529-F-3
Price$37.18
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets253.84B
EIIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. EIIFX (1.07B). FBONX pays higher dividends than EIIFX: FBONX (2.08) vs EIIFX (1.44). EIIFX was incepted earlier than FBONX: EIIFX (13 years) vs FBONX (5 years). EIIFX (0.72) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. EIIFX (5.00). FBONX has a lower initial minimum investment than EIIFX: FBONX (250) vs EIIFX (1000000). FBONX annual gain was more profitable for investors over the last year : 10.46 vs. EIIFX (9.88).
| EIIFX | FBONX | EIIFX / FBONX | |
| Total Expense Ratio | 0.72 | 0.30 | 240% |
| Annual Report Gross Expense Ratio | 0.72 | 0.30 | 240% |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 7.371 | 9.117 | 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 | 2.08 | 69% |
| Returns for 1 year | 9.88 | 10.46 | 94% |
| Returns for 3 years | 29.49 | 33.97 | 87% |
| Returns for 5 years | 28.84 | N/A | - |
| Returns for 10 years | 65.79 | N/A | - |
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