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ERIFX vs FBAFX
ERIFX vs FBAFX Comparison
Open Charts ERIFX vs FBAFX
Eaton Vance Balanced R
Price$10.77
Change-$0.05 (-0.46%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced 529-F-2
Price$32.12
Change-$0.14 (-0.43%)
VolumeN/A
Net Assets220.57B
ERIFX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 221B vs. ERIFX (984M). FBAFX pays higher dividends than ERIFX: FBAFX (2.22) vs ERIFX (1.04). ERIFX was incepted earlier than FBAFX: ERIFX (9 years) vs FBAFX (4 years). ERIFX (1.23) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ERIFX (2.00). FBAFX has a lower initial minimum investment than ERIFX: FBAFX (250) vs ERIFX (1000). ERIFX annual gain was more profitable for investors over the last year : -0.77 vs. FBAFX (-1.39).
| ERIFX | FBAFX | ERIFX / FBAFX | |
| Total Expense Ratio | 1.23 | 0.33 | 373% |
| Annual Report Gross Expense Ratio | 1.23 | 0.33 | 373% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | -7.589 | -5.679 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 221B | 0% |
| Annual Yield % from dividends | 1.04 | 2.22 | 47% |
| Returns for 1 year | -0.77 | -1.39 | 55% |
| Returns for 3 years | 3.49 | 8.16 | 43% |
| Returns for 5 years | 34.87 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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