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ERIFX vs FBONX
ERIFX vs FBONX Comparison
Open Charts ERIFX vs FBONX
Eaton Vance Balanced R
Price$12.20
Change-$0.16 (-1.29%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
ERIFX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. ERIFX (988M). FBONX pays higher dividends than ERIFX: FBONX (2.50) vs ERIFX (1.15). ERIFX was incepted earlier than FBONX: ERIFX (9 years) vs FBONX (4 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. ERIFX (2.00). FBONX has a lower initial minimum investment than ERIFX: FBONX (250) vs ERIFX (1000). ERIFX annual gain was more profitable for investors over the last year : 23.83 vs. FBONX (21.23).
| ERIFX | FBONX | ERIFX / FBONX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | 18.291 | 14.314 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 236B | 0% |
| Annual Yield % from dividends | 1.15 | 2.50 | 46% |
| Returns for 1 year | 23.83 | 21.23 | 112% |
| Returns for 3 years | 2.93 | 12.91 | 23% |
| Returns for 5 years | 29.45 | N/A | - |
| Returns for 10 years | N/A | N/A | - |