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ERIFX vs FBONX
ERIFX vs FBONX Comparison
Open Charts ERIFX vs FBONX
Eaton Vance Balanced R
Price$11.28
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ERIFX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. ERIFX (984M). FBONX pays higher dividends than ERIFX: FBONX (2.26) vs ERIFX (1.04). ERIFX was incepted earlier than FBONX: ERIFX (9 years) vs FBONX (4 years). ERIFX (1.23) is less costly to investors than FBONX (0.30). 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). FBONX annual gain was more profitable for investors over the last year : 4.45 vs. ERIFX (3.77).
| ERIFX | FBONX | ERIFX / FBONX | |
| Total Expense Ratio | 1.23 | 0.30 | 410% |
| Annual Report Gross Expense Ratio | 1.23 | 0.30 | 410% |
| Fund Existence | 9 years | 4 years | - |
| Gain YTD | -5.112 | -1.458 | 351% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 227B | 0% |
| Annual Yield % from dividends | 1.04 | 2.26 | 46% |
| Returns for 1 year | 3.77 | 4.45 | 85% |
| Returns for 3 years | 10.26 | 16.68 | 61% |
| Returns for 5 years | 28.22 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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