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ERIFX vs FBAFX
ERIFX vs FBAFX Comparison
Open Charts ERIFX vs FBAFX
Eaton Vance Balanced R
Price$11.99
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.02B
American Funds American Balanced 529-F-2
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
ERIFX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 243B vs. ERIFX (1.02B). FBAFX pays higher dividends than ERIFX: FBAFX (2.14) vs ERIFX (1.01). ERIFX was incepted earlier than FBAFX: ERIFX (9 years) vs FBAFX (5 years). ERIFX (1.22) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). FBAFX has a lower initial minimum investment than ERIFX: FBAFX (250) vs ERIFX (1000). FBAFX annual gain was more profitable for investors over the last year : 7.40 vs. ERIFX (5.29).
| ERIFX | FBAFX | ERIFX / FBAFX | |
| Total Expense Ratio | 1.22 | 0.34 | 359% |
| Annual Report Gross Expense Ratio | 1.22 | 0.34 | 359% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 2.148 | 4.817 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 243B | 0% |
| Annual Yield % from dividends | 1.01 | 2.14 | 47% |
| Returns for 1 year | 5.29 | 7.40 | 72% |
| Returns for 3 years | 21.86 | 24.45 | 89% |
| Returns for 5 years | 26.81 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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