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ERIFX vs FBAFX
ERIFX vs FBAFX Comparison
Open Charts ERIFX vs FBAFX
Eaton Vance Balanced R
Price$12.64
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced 529-F-2
Price$37.76
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
ERIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 255B vs. ERIFX (1.07B). FBAFX pays higher dividends than ERIFX: FBAFX (2.04) vs ERIFX (1.00). 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 : 8.34 vs. ERIFX (6.06).
| 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 | 7.913 | 10.799 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 255B | 0% |
| Annual Yield % from dividends | 1.00 | 2.04 | 49% |
| Returns for 1 year | 6.06 | 8.34 | 73% |
| Returns for 3 years | 31.20 | 37.73 | 83% |
| Returns for 5 years | 25.18 | N/A | - |
| Returns for 10 years | N/A | N/A | - |