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ERIFX vs FBONX
ERIFX vs FBONX Comparison
Open Charts ERIFX vs FBONX
Eaton Vance Balanced R
Price$11.22
Change-$0.33 (-2.86%)
VolumeN/A
Net Assets1.03B
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
ERIFX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. ERIFX (1.03B). 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). ERIFX (4.62) and FBONX (4.57) have marching annual gain over last year.
| 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 | -1.952 | 0.472 | -414% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 235B | 0% |
| Annual Yield % from dividends | 1.04 | 2.26 | 46% |
| Returns for 1 year | 4.62 | 4.57 | 101% |
| Returns for 3 years | 9.10 | 14.60 | 62% |
| Returns for 5 years | 43.10 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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