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ERIFX vs FBONX
ERIFX vs FBONX Comparison
Open Charts ERIFX vs FBONX
Eaton Vance Balanced R
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced 529-F-3
Price$38.71
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets260.98B
ERIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 261B vs. ERIFX (1.09B). FBONX pays higher dividends than ERIFX: FBONX (1.97) vs ERIFX (0.92). ERIFX was incepted earlier than FBONX: ERIFX (10 years) vs FBONX (5 years). ERIFX (1.22) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. ERIFX (5.00). 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 : 8.64 vs. ERIFX (2.82). FBONX return over 5 years is better than : 42.26 vs. ERIFX (24.38).
| ERIFX | FBONX | ERIFX / FBONX | |
| Total Expense Ratio | 1.22 | 0.30 | 407% |
| Annual Report Gross Expense Ratio | 1.22 | 0.30 | 407% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 7.819 | 14.003 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 261B | 0% |
| Annual Yield % from dividends | 0.92 | 1.97 | 47% |
| Returns for 1 year | 2.82 | 8.64 | 33% |
| Returns for 3 years | 32.92 | 41.35 | 80% |
| Returns for 5 years | 24.38 | 42.26 | 58% |
| Returns for 10 years | N/A | N/A | - |
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